Ad is loading...
CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$35.36
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
MFS Total Return R3
Price$19.46
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.86B
CLBCX vs MSFHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFHX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. MSFHX (7.86B). MSFHX pays higher dividends than CLBCX: MSFHX (2.31) vs CLBCX (1.52). CLBCX was incepted earlier than MSFHX: CLBCX (23 years) vs MSFHX (20 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (43.00). 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 : 11.23 vs. MSFHX (4.55). CLBCX return over 5 years is better than : 30.56 vs. MSFHX (7.33).
| CLBCX | MSFHX | CLBCX / 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 | 3.030 | 2.483 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.86B | 3,068% |
| Annual Yield % from dividends | 1.52 | 2.31 | 66% |
| Returns for 1 year | 11.23 | 4.55 | 247% |
| Returns for 3 years | 13.59 | -1.56 | -869% |
| Returns for 5 years | 30.56 | 7.33 | 417% |
| Returns for 10 years | 58.40 | 31.42 | 186% |
View a ticker or compare two or three
VS
VS
Ad is loading...