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CLBAX vs MSFHX
CLBAX vs MSFHX Comparison
Open Charts CLBAX vs MSFHX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return R3
Price$20.79
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
CLBAX vs MSFHX Comparison Chart
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CLBAX vs. MSFHX 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 CLBAX is a StrongBuy and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. MSFHX (8.05B). 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 : 20.85 vs. MSFHX (13.64). CLBAX return over 5 years is better than : 37.36 vs. MSFHX (15.51).
| 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 | 14.033 | 10.735 | 131% |
| 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 | 2.23 | 2.31 | 97% |
| Returns for 1 year | 20.85 | 13.64 | 153% |
| Returns for 3 years | 11.92 | -3.55 | -336% |
| Returns for 5 years | 37.36 | 15.51 | 241% |
| Returns for 10 years | 63.23 | 37.46 | 169% |
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