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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$34.76
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
MFS Total Return R1
Price$19.03
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets7.64B
CLBFX vs MSFFX Comparison Chart
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CLBFX vs. MSFFX commentary
May 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 CLBFX is a Buy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. MSFFX (7.64B). CLBFX pays higher dividends than MSFFX: CLBFX (2.15) vs MSFFX (1.63). CLBFX was incepted earlier than MSFFX: CLBFX (23 years) vs MSFFX (20 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 : 4.45 vs. MSFFX (-1.10). CLBFX return over 5 years is better than : 40.89 vs. MSFFX (11.52).
| 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 | 20 years | - |
| Gain YTD | 1.962 | 2.644 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.64B | 3,142% |
| Annual Yield % from dividends | 2.15 | 1.63 | 131% |
| Returns for 1 year | 4.45 | -1.10 | -404% |
| Returns for 3 years | 25.32 | 5.84 | 434% |
| Returns for 5 years | 40.89 | 11.52 | 355% |
| Returns for 10 years | 67.61 | 18.61 | 363% |
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