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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$33.80
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets229.84B
MFS Total Return R1
Price$18.71
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets7.47B
CLBCX vs MSFFX Comparison Chart
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CLBCX vs. MSFFX commentary
Apr 26, 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: 230B vs. MSFFX (7.47B). MSFFX pays higher dividends than CLBCX: MSFFX (1.58) vs CLBCX (1.22). CLBCX was incepted earlier than MSFFX: CLBCX (23 years) vs MSFFX (20 years). MSFFX (1.47) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (53.00). 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 : 4.11 vs. MSFFX (-0.63). CLBCX return over 5 years is better than : 32.94 vs. MSFFX (10.21).
| CLBCX | MSFFX | CLBCX / MSFFX | |
| Total Expense Ratio | 1.37 | 1.47 | 93% |
| Annual Report Gross Expense Ratio | 1.37 | 1.47 | 93% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -1.394 | -0.380 | 367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 7.47B | 3,079% |
| Annual Yield % from dividends | 1.22 | 1.58 | 77% |
| Returns for 1 year | 4.11 | -0.63 | -648% |
| Returns for 3 years | 15.04 | 0.20 | 7,519% |
| Returns for 5 years | 32.94 | 10.21 | 323% |
| Returns for 10 years | 47.64 | 15.42 | 309% |