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CLBAX vs MSFHX
CLBAX vs MSFHX Comparison
Open Charts CLBAX vs MSFHX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
MFS Total Return R3
Price$20.08
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
CLBAX vs MSFHX Comparison Chart
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CLBAX vs. MSFHX commentary
Dec 19, 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 Hold and MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. MSFHX (7.88B). 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 : 12.51 vs. MSFHX (6.11). CLBAX return over 5 years is better than : 34.39 vs. MSFHX (12.88).
| 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 | 11.523 | 8.946 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 2.23 | 2.31 | 97% |
| Returns for 1 year | 12.51 | 6.11 | 205% |
| Returns for 3 years | 13.21 | 2.68 | 494% |
| Returns for 5 years | 34.39 | 12.88 | 267% |
| Returns for 10 years | 58.66 | 33.76 | 174% |