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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$37.12
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
MFS Total Return R3
Price$19.74
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
CLBCX vs MSFHX Comparison Chart in %
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CLBCX vs. MSFHX commentary
Aug 10, 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: 254B vs. MSFHX (7.65B). MSFHX pays higher dividends than CLBCX: MSFHX (2.32) vs CLBCX (1.12). 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 : 9.30 vs. MSFHX (1.55). CLBCX return over 5 years is better than : 33.71 vs. MSFHX (9.88).
| CLBCX | MSFHX | CLBCX / MSFHX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 8.419 | 5.772 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.65B | 3,322% |
| Annual Yield % from dividends | 1.12 | 2.32 | 48% |
| Returns for 1 year | 9.30 | 1.55 | 599% |
| Returns for 3 years | 29.77 | 9.30 | 320% |
| Returns for 5 years | 33.71 | 9.88 | 341% |
| Returns for 10 years | 64.58 | 32.49 | 199% |
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