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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
MFS Total Return R1
Price$20.04
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.78B
CLBCX vs MSFFX Comparison Chart in %
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CLBCX vs. MSFFX commentary
Sep 07, 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: 258B vs. MSFFX (7.78B). MSFFX pays higher dividends than CLBCX: MSFFX (1.60) vs CLBCX (1.11). CLBCX was incepted earlier than MSFFX: CLBCX (24 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 : 9.15 vs. MSFFX (-0.05). CLBCX return over 5 years is better than : 36.30 vs. MSFFX (7.24).
| 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 | 20 years | - |
| Gain YTD | 10.785 | 7.357 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 7.78B | 3,318% |
| Annual Yield % from dividends | 1.11 | 1.60 | 69% |
| Returns for 1 year | 9.15 | -0.05 | -18,305% |
| Returns for 3 years | 37.75 | 12.36 | 305% |
| Returns for 5 years | 36.30 | 7.24 | 502% |
| Returns for 10 years | 74.80 | 29.72 | 252% |
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