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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
MFS Total Return R1
Price$18.93
Change-$0.39 (-2.02%)
VolumeN/A
Net Assets7.75B
CLBFX vs MSFFX Comparison Chart
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CLBFX vs. MSFFX commentary
Apr 04, 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: 235B vs. MSFFX (7.75B). 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 : 4.45 vs. MSFFX (0.04). CLBFX return over 5 years is better than : 53.24 vs. MSFFX (23.15).
| CLBFX | MSFFX | CLBFX / MSFFX | |
| Total Expense Ratio | 0.68 | 1.47 | 46% |
| Annual Report Gross Expense Ratio | 0.68 | 1.47 | 46% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 0.466 | 2.758 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.75B | 3,033% |
| Annual Yield % from dividends | 2.14 | 1.58 | 136% |
| Returns for 1 year | 4.45 | 0.04 | 10,771% |
| Returns for 3 years | 14.15 | -1.09 | -1,297% |
| Returns for 5 years | 53.24 | 23.15 | 230% |
| Returns for 10 years | 67.95 | 19.77 | 344% |
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