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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return R1
Price$20.10
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.67B
CLBFX vs MSFFX Comparison Chart in %
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CLBFX vs. MSFFX commentary
Oct 20, 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 CLBFX is a Buy and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. MSFFX (7.67B). CLBFX pays higher dividends than MSFFX: CLBFX (1.89) vs MSFFX (1.63). CLBFX was incepted earlier than MSFFX: CLBFX (23 years) vs MSFFX (21 years). MSFFX (1.47) is less costly to investors than CLBFX (0.67). MSFFX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). MSFFX has a lower initial minimum investment than CLBFX: MSFFX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 8.84 vs. MSFFX (-1.54). CLBFX return over 5 years is better than : 45.11 vs. MSFFX (5.88).
| CLBFX | MSFFX | CLBFX / MSFFX | |
| Total Expense Ratio | 0.67 | 1.47 | 46% |
| Annual Report Gross Expense Ratio | 0.67 | 1.47 | 46% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 14.767 | 7.851 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.89 | 1.63 | 116% |
| Returns for 1 year | 8.84 | -1.54 | -573% |
| Returns for 3 years | 52.03 | 16.41 | 317% |
| Returns for 5 years | 45.11 | 5.88 | 767% |
| Returns for 10 years | 91.64 | 28.15 | 326% |
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