Ad is loading...
CLBAX vs MSFHX
CLBAX vs MSFHX Comparison
Open Charts CLBAX vs MSFHX
American Funds American Balanced 529A
Price$33.05
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets226.04B
MFS Total Return R3
Price$18.37
Change+$0.15 (+0.82%)
VolumeN/A
Net Assets7.33B
CLBAX vs MSFHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MSFHX commentary
Apr 14, 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 CLBAX is a Buy and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 226B vs. MSFHX (7.33B). MSFHX pays higher dividends than CLBAX: MSFHX (2.30) vs CLBAX (1.98). CLBAX was incepted earlier than MSFHX: CLBAX (23 years) vs MSFHX (20 years). MSFHX (0.72) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (53.00). MSFHX has a lower initial minimum investment than CLBAX: MSFHX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 0.90 vs. MSFHX (-2.78). CLBAX return over 5 years is better than : 37.11 vs. MSFHX (12.22).
| CLBAX | MSFHX | CLBAX / MSFHX | |
| Total Expense Ratio | 0.60 | 0.72 | 83% |
| Annual Report Gross Expense Ratio | 0.60 | 0.72 | 83% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -3.231 | -2.374 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226B | 7.33B | 3,085% |
| Annual Yield % from dividends | 1.98 | 2.30 | 86% |
| Returns for 1 year | 0.90 | -2.78 | -32% |
| Returns for 3 years | 11.54 | -2.24 | -515% |
| Returns for 5 years | 37.11 | 12.22 | 304% |
| Returns for 10 years | 57.22 | 22.02 | 260% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VISAX | 19.54 | 0.41 | +2.14% |
| Virtus KAR International Small-Mid Cap A | |||
| CHTVX | 19.73 | 0.34 | +1.75% |
| Invesco Charter R5 | |||
| RSEBX | 58.25 | 1.00 | +1.75% |
| American Funds SMALLCAP World R2E | |||
| HULEX | 29.69 | 0.40 | +1.37% |
| Huber Select Large Cap Value Instl | |||
| STRBX | 16.81 | 0.16 | +0.96% |
| Sterling Capital Behav Sm Cp Val Eq R6 | |||