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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
MFS Total Return R1
Price$19.43
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
CLBFX vs MSFFX Comparison Chart
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CLBFX vs. MSFFX commentary
Feb 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 Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. MSFFX (7.85B). 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 : 9.36 vs. MSFFX (3.11). CLBFX return over 5 years is better than : 32.87 vs. MSFFX (1.95).
| 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 | 2.894 | 3.054 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 2.39 | 1.62 | 147% |
| Returns for 1 year | 9.36 | 3.11 | 301% |
| Returns for 3 years | 19.64 | -0.68 | -2,899% |
| Returns for 5 years | 32.87 | 1.95 | 1,689% |
| Returns for 10 years | 68.67 | 19.51 | 352% |
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