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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$37.54
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
MFS Total Return R3
Price$20.14
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.78B
CLBCX vs MSFHX Comparison Chart in %
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CLBCX vs. MSFHX commentary
Sep 01, 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 CLBCX is a Buy and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 255B vs. MSFHX (7.78B). MSFHX pays higher dividends than CLBCX: MSFHX (2.28) vs CLBCX (1.11). CLBCX was incepted earlier than MSFHX: CLBCX (24 years) vs MSFHX (20 years). CLBCX (1.35) is less costly to investors than MSFHX (0.72). MSFHX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). MSFHX has a lower initial minimum investment than CLBCX: MSFHX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 6.90 vs. MSFHX (0.59). CLBCX return over 5 years is better than : 33.53 vs. MSFHX (10.88).
| CLBCX | MSFHX | CLBCX / MSFHX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 9.646 | 8.132 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 7.78B | 3,277% |
| Annual Yield % from dividends | 1.11 | 2.28 | 48% |
| Returns for 1 year | 6.90 | 0.59 | 1,176% |
| Returns for 3 years | 34.13 | 13.43 | 254% |
| Returns for 5 years | 33.53 | 10.88 | 308% |
| Returns for 10 years | 76.03 | 42.61 | 178% |
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