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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return R1
Price$20.73
Change-$0.06 (-0.29%)
VolumeN/A
CapitalizationN/A
CLBFX vs MSFFX Comparison Chart
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CLBFX vs. MSFFX commentary
Nov 18, 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 StrongBuy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. MSFFX (8.05B). 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 : 21.04 vs. MSFFX (12.78). CLBFX return over 5 years is better than : 38.61 vs. MSFFX (11.16).
| 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 | 14.196 | 9.971 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 2.39 | 1.62 | 147% |
| Returns for 1 year | 21.04 | 12.78 | 165% |
| Returns for 3 years | 12.47 | -5.73 | -218% |
| Returns for 5 years | 38.61 | 11.16 | 346% |
| Returns for 10 years | 66.57 | 27.43 | 243% |
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