CLBFX
Price
$38.37
Change
+$0.11 (+0.29%)
Updated
Sep 26 closing price
Net Assets
262.75B
MSFFX
Price
$20.11
Change
+$0.13 (+0.65%)
Updated
Sep 26 closing price
Net Assets
7.74B
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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$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
MFS Total Return R1
Price$20.11
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFFX Comparison Chart in %
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CLBFX vs. MSFFX commentary
Sep 29, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. MSFFX (7.74B). CLBFX pays higher dividends than MSFFX: CLBFX (1.94) vs MSFFX (1.60). CLBFX was incepted earlier than MSFFX: CLBFX (23 years) vs MSFFX (21 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 : 7.93 vs. MSFFX (-0.72). CLBFX return over 5 years is better than : 47.10 vs. MSFFX (9.65).
CLBFXMSFFXCLBFX / MSFFX
Total Expense Ratio0.671.4746%
Annual Report Gross Expense Ratio0.671.4746%
Fund Existence23 years21 years-
Gain YTD12.9377.732167%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets263B7.74B3,397%
Annual Yield % from dividends1.941.60121%
Returns for 1 year7.93-0.72-1,097%
Returns for 3 years52.3419.03275%
Returns for 5 years47.109.65488%
Returns for 10 years98.9533.50295%
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