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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MFS Total Return R1
Price$19.90
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFFX Comparison Chart in %
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CLBFX vs. MSFFX commentary
Aug 16, 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: 256B vs. MSFFX (7.74B). CLBFX pays higher dividends than MSFFX: CLBFX (1.97) vs MSFFX (1.62). 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 : 8.11 vs. MSFFX (0.67). CLBFX return over 5 years is better than : 40.98 vs. MSFFX (6.80).
| 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 | 9.847 | 6.669 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.74B | 3,307% |
| Annual Yield % from dividends | 1.97 | 1.62 | 122% |
| Returns for 1 year | 8.11 | 0.67 | 1,219% |
| Returns for 3 years | 31.15 | 5.13 | 607% |
| Returns for 5 years | 40.98 | 6.80 | 602% |
| Returns for 10 years | 82.32 | 24.37 | 338% |
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