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CLBAX vs MSFHX
CLBAX vs MSFHX Comparison
Open Charts CLBAX vs MSFHX
CLBAX vs MSFHX Comparison Chart in %
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CLBAX vs. MSFHX commentary
Aug 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. MSFHX (7.49B). MSFHX pays higher dividends than CLBAX: MSFHX (2.17) vs CLBAX (1.82). CLBAX was incepted earlier than MSFHX: CLBAX (24 years) vs MSFHX (21 years). MSFHX (0.72) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 50.00 vs. MSFHX (41.00). 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 : 11.32 vs. MSFHX (4.92). CLBAX return over 5 years is better than : 34.10 vs. MSFHX (0.10).
| CLBAX | MSFHX | CLBAX / MSFHX | |
| Total Expense Ratio | 0.58 | 0.72 | 81% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 8.404 | 5.801 | 145% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.49B | 3,847% |
| Annual Yield % from dividends | 1.82 | 2.17 | 84% |
| Returns for 1 year | 11.32 | 4.92 | 230% |
| Returns for 3 years | 38.62 | 11.60 | 333% |
| Returns for 5 years | 34.10 | 0.10 | 35,771% |
| Returns for 10 years | 93.45 | 36.23 | 258% |
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