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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$33.71
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets229.84B
MFS Total Return R1
Price$18.71
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets7.47B
CLBFX vs MSFFX Comparison Chart
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CLBFX vs. MSFFX commentary
Apr 26, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 230B vs. MSFFX (7.47B). CLBFX pays higher dividends than MSFFX: CLBFX (2.14) vs MSFFX (1.58). CLBFX was incepted earlier than MSFFX: CLBFX (23 years) vs MSFFX (20 years). MSFFX (1.47) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (53.00). 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 : 5.03 vs. MSFFX (-0.63). CLBFX return over 5 years is better than : 39.15 vs. MSFFX (10.21).
| CLBFX | MSFFX | CLBFX / MSFFX | |
| Total Expense Ratio | 0.68 | 1.47 | 46% |
| Annual Report Gross Expense Ratio | 0.68 | 1.47 | 46% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -1.118 | -0.380 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 7.47B | 3,079% |
| Annual Yield % from dividends | 2.14 | 1.58 | 136% |
| Returns for 1 year | 5.03 | -0.63 | -793% |
| Returns for 3 years | 18.22 | 0.20 | 9,111% |
| Returns for 5 years | 39.15 | 10.21 | 384% |
| Returns for 10 years | 62.42 | 15.42 | 405% |
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