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CLBAX vs MSFHX
CLBAX vs MSFHX Comparison
Open Charts CLBAX vs MSFHX
American Funds American Balanced 529A
Price$34.83
Change-$0.33 (-0.94%)
VolumeN/A
Net Assets241.5B
MFS Total Return R3
Price$19.52
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets7.88B
CLBAX vs MSFHX Comparison Chart
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CLBAX vs. MSFHX commentary
Mar 04, 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 Hold and MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B 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 : 6.66 vs. MSFHX (3.93). CLBAX return over 5 years is better than : 33.79 vs. MSFHX (10.53).
| 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 | 1.664 | 3.952 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.88B | 3,070% |
| Annual Yield % from dividends | 2.23 | 2.31 | 97% |
| Returns for 1 year | 6.66 | 3.93 | 170% |
| Returns for 3 years | 16.74 | 2.72 | 614% |
| Returns for 5 years | 33.79 | 10.53 | 321% |
| Returns for 10 years | 65.94 | 31.92 | 207% |
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