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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$36.55
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
MFS Total Return R1
Price$20.78
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
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CLBCX vs MSFFX Comparison Chart
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CLBCX vs. MSFFX commentary
Oct 18, 2024
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 StrongBuy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 239B vs. MSFFX (8.14B). 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 : 24.29 vs. MSFFX (15.52). CLBCX return over 5 years is better than : 38.06 vs. MSFFX (14.27).
| 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 | 14.597 | 10.302 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 8.14B | 2,938% |
| Annual Yield % from dividends | 1.52 | 1.62 | 94% |
| Returns for 1 year | 24.29 | 15.52 | 157% |
| Returns for 3 years | 13.35 | -4.14 | -322% |
| Returns for 5 years | 38.06 | 14.27 | 267% |
| Returns for 10 years | 61.41 | 33.38 | 184% |
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