CLBFX
Price
$33.71
Change
+$0.12 (+0.36%)
Updated
Apr 25 closing price
Net Assets
229.84B
MSFFX
Price
$18.71
Change
-$0.02 (-0.11%)
Updated
Apr 25 closing price
Net Assets
7.47B
Ad is loading...

CLBFX vs MSFFX

Header iconCLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFXBanner chart's image
American Funds American Balanced 529F
Price$33.71
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets229.84B
MFS Total Return R1
Price$18.71
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets7.47B
CLBFX vs MSFFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CLBFX vs. MSFFX commentary
Apr 26, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 230B vs. MSFFX (7.47B). CLBFX pays higher dividends than MSFFX: CLBFX (2.14) vs MSFFX (1.58). CLBFX was incepted earlier than MSFFX: CLBFX (23 years) vs MSFFX (20 years). MSFFX (1.47) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (53.00). 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 : 5.03 vs. MSFFX (-0.63). CLBFX return over 5 years is better than : 39.15 vs. MSFFX (10.21).
CLBFXMSFFXCLBFX / MSFFX
Total Expense Ratio0.681.4746%
Annual Report Gross Expense Ratio0.681.4746%
Fund Existence23 years20 years-
Gain YTD-1.118-0.380294%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets230B7.47B3,079%
Annual Yield % from dividends2.141.58136%
Returns for 1 year5.03-0.63-793%
Returns for 3 years18.220.209,111%
Returns for 5 years39.1510.21384%
Returns for 10 years62.4215.42405%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MCTOX11.36N/A
N/A
Modern Capital Tactical Income A
FVDKX35.80N/A
N/A
Fidelity Value Discovery K
GSESX56.47N/A
N/A
Goldman Sachs US Equity Insights Svc
PGIRX24.15N/A
N/A
Polen Global Growth Investor
RSLEX62.95-0.08
-0.13%
American Funds SMALLCAP World R4