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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$34.71
Change-$0.43 (-1.22%)
VolumeN/A
CapitalizationN/A
MFS Total Return R1
Price$20.27
Change-$0.13 (-0.64%)
VolumeN/A
CapitalizationN/A
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CLBFX vs MSFFX Comparison Chart
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CLBFX vs. MSFFX commentary
Sep 08, 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 Buy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 228B vs. MSFFX (7.97B). CLBFX pays higher dividends than MSFFX: CLBFX (2.39) vs MSFFX (1.62). CLBFX was incepted earlier than MSFFX: CLBFX (22 years) vs MSFFX (19 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 : 19.01 vs. MSFFX (10.28). CLBFX return over 5 years is better than : 39.42 vs. MSFFX (11.79).
| CLBFX | MSFFX | CLBFX / MSFFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 11.027 | 7.950 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 7.97B | 2,859% |
| Annual Yield % from dividends | 2.39 | 1.62 | 147% |
| Returns for 1 year | 19.01 | 10.28 | 185% |
| Returns for 3 years | 10.93 | -6.56 | -166% |
| Returns for 5 years | 39.42 | 11.79 | 334% |
| Returns for 10 years | 64.56 | 26.07 | 248% |