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CLBAX vs MSFHX
CLBAX vs MSFHX Comparison
Open Charts CLBAX vs MSFHX
American Funds American Balanced 529A
Price$35.32
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
MFS Total Return R3
Price$19.46
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.86B
CLBAX vs MSFHX Comparison Chart
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CLBAX vs. MSFHX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. MSFHX (7.86B). MSFHX (2.31) and CLBAX (2.23) have matching dividends . CLBAX was incepted earlier than MSFHX: CLBAX (23 years) vs MSFHX (20 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (43.00). 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 : 12.06 vs. MSFHX (4.55). CLBAX return over 5 years is better than : 35.53 vs. MSFHX (7.33).
| CLBAX | MSFHX | CLBAX / MSFHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 3.094 | 2.483 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.86B | 3,068% |
| Annual Yield % from dividends | 2.23 | 2.31 | 97% |
| Returns for 1 year | 12.06 | 4.55 | 265% |
| Returns for 3 years | 16.18 | -1.56 | -1,034% |
| Returns for 5 years | 35.53 | 7.33 | 485% |
| Returns for 10 years | 70.80 | 31.42 | 225% |