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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$34.82
Change-$0.40 (-1.14%)
VolumeN/A
Net Assets240.4B
MFS Total Return R1
Price$19.03
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets7.64B
CLBCX vs MSFFX Comparison Chart
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CLBCX vs. MSFFX commentary
May 23, 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 Buy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. MSFFX (7.64B). MSFFX pays higher dividends than CLBCX: MSFFX (1.63) vs CLBCX (1.23). CLBCX was incepted earlier than MSFFX: CLBCX (23 years) vs MSFFX (20 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 : 3.51 vs. MSFFX (-1.10). CLBCX return over 5 years is better than : 34.52 vs. MSFFX (11.52).
| CLBCX | MSFFX | CLBCX / MSFFX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 1.582 | 2.644 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.64B | 3,142% |
| Annual Yield % from dividends | 1.23 | 1.63 | 75% |
| Returns for 1 year | 3.51 | -1.10 | -319% |
| Returns for 3 years | 21.91 | 5.84 | 375% |
| Returns for 5 years | 34.52 | 11.52 | 300% |
| Returns for 10 years | 52.40 | 18.61 | 282% |
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