Interact to see
Advertisement
Advertisement
CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
MFS Total Return R1
Price$19.86
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.56B
CLBCX vs MSFFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFFX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBCX is a Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. MSFFX (7.56B). MSFFX pays higher dividends than CLBCX: MSFFX (1.68) vs CLBCX (1.04). CLBCX was incepted earlier than MSFFX: CLBCX (24 years) vs MSFFX (21 years). MSFFX (1.47) is less costly to investors than CLBCX (1.35). MSFFX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). MSFFX has a lower initial minimum investment than CLBCX: MSFFX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 8.18 vs. MSFFX (-2.11). CLBCX return over 5 years is better than : 35.38 vs. MSFFX (2.14).
| CLBCX | MSFFX | CLBCX / MSFFX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 13.269 | 7.065 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.04 | 1.68 | 62% |
| Returns for 1 year | 8.18 | -2.11 | -388% |
| Returns for 3 years | 38.51 | 8.78 | 439% |
| Returns for 5 years | 35.38 | 2.14 | 1,650% |
| Returns for 10 years | 70.03 | 25.89 | 271% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement