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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
MFS Total Return R3
Price$19.16
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.53B
CLBCX vs MSFHX Comparison Chart
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CLBCX vs. MSFHX commentary
Jun 07, 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: 243B vs. MSFHX (7.53B). MSFHX pays higher dividends than CLBCX: MSFHX (2.35) vs CLBCX (1.18). CLBCX was incepted earlier than MSFHX: CLBCX (23 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 : 6.33 vs. MSFHX (-0.21). CLBCX return over 5 years is better than : 31.46 vs. MSFHX (7.91).
| CLBCX | MSFHX | CLBCX / MSFHX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 4.353 | 2.460 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 7.53B | 3,225% |
| Annual Yield % from dividends | 1.18 | 2.35 | 50% |
| Returns for 1 year | 6.33 | -0.21 | -3,053% |
| Returns for 3 years | 20.71 | 5.09 | 407% |
| Returns for 5 years | 31.46 | 7.91 | 398% |
| Returns for 10 years | 59.47 | 29.19 | 204% |
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