CLBFX
Price
$37.88
Change
+$0.20 (+0.53%)
Updated
Sep 5 closing price
Net Assets
257.73B
MSFFX
Price
$20.04
Change
-$0.04 (-0.20%)
Updated
Sep 5 closing price
Net Assets
7.78B
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CLBFX vs MSFFX

Header iconCLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFXBanner chart's image
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
MFS Total Return R1
Price$20.04
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.78B
CLBFX vs MSFFX Comparison Chart in %
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CLBFX vs. MSFFX commentary
Sep 07, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 258B vs. MSFFX (7.78B). CLBFX pays higher dividends than MSFFX: CLBFX (1.94) vs MSFFX (1.60). 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 : 10.11 vs. MSFFX (-0.05). CLBFX return over 5 years is better than : 42.70 vs. MSFFX (7.24).
CLBFXMSFFXCLBFX / MSFFX
Total Expense Ratio0.671.4746%
Annual Report Gross Expense Ratio0.671.4746%
Fund Existence23 years20 years-
Gain YTD11.4957.357156%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets258B7.78B3,318%
Annual Yield % from dividends1.941.60121%
Returns for 1 year10.11-0.05-20,229%
Returns for 3 years41.6512.36337%
Returns for 5 years42.707.24590%
Returns for 10 years92.1829.72310%
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