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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Total Return R1
Price$19.43
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
CLBCX vs MSFFX Comparison Chart
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CLBCX vs. MSFFX commentary
Feb 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 Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. MSFFX (7.85B). MSFFX pays higher dividends than CLBCX: MSFFX (1.62) vs CLBCX (1.52). CLBCX was incepted earlier than MSFFX: CLBCX (23 years) vs MSFFX (20 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (43.00). 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 : 8.39 vs. MSFFX (3.11). CLBCX return over 5 years is better than : 26.92 vs. MSFFX (1.95).
| CLBCX | MSFFX | CLBCX / MSFFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 2.768 | 3.054 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 1.52 | 1.62 | 94% |
| Returns for 1 year | 8.39 | 3.11 | 269% |
| Returns for 3 years | 16.44 | -0.68 | -2,426% |
| Returns for 5 years | 26.92 | 1.95 | 1,384% |
| Returns for 10 years | 53.37 | 19.51 | 274% |
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