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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
MFS Total Return R1
Price$20.03
Change-$0.32 (-1.57%)
VolumeN/A
CapitalizationN/A
CLBFX vs MSFFX Comparison Chart
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CLBFX vs. MSFFX commentary
Dec 19, 2024
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 Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. MSFFX (7.88B). CLBFX pays higher dividends than MSFFX: CLBFX (2.39) vs MSFFX (1.62). CLBFX was incepted earlier than MSFFX: CLBFX (22 years) vs MSFFX (20 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (43.00). 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 : 12.67 vs. MSFFX (5.29). CLBFX return over 5 years is better than : 35.48 vs. MSFFX (8.67).
| CLBFX | MSFFX | CLBFX / MSFFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 20 years | - |
| Gain YTD | 11.647 | 8.125 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 2.39 | 1.62 | 147% |
| Returns for 1 year | 12.67 | 5.29 | 239% |
| Returns for 3 years | 13.69 | 0.38 | 3,574% |
| Returns for 5 years | 35.48 | 8.67 | 409% |
| Returns for 10 years | 61.86 | 23.99 | 258% |
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