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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$34.84
Change-$0.34 (-0.97%)
VolumeN/A
Net Assets241.5B
MFS Total Return R3
Price$19.52
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets7.88B
CLBCX vs MSFHX Comparison Chart
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CLBCX vs. MSFHX commentary
Mar 04, 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 Hold and MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. MSFHX (7.88B). 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 : 5.85 vs. MSFHX (3.93). CLBCX return over 5 years is better than : 28.87 vs. MSFHX (10.53).
| 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 | 1.515 | 3.952 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.88B | 3,070% |
| Annual Yield % from dividends | 1.52 | 2.31 | 66% |
| Returns for 1 year | 5.85 | 3.93 | 149% |
| Returns for 3 years | 14.11 | 2.72 | 518% |
| Returns for 5 years | 28.87 | 10.53 | 274% |
| Returns for 10 years | 53.87 | 31.92 | 169% |
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