Ad is loading...
CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$33.45
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
MFS Total Return R3
Price$18.58
Change+$0.66 (+3.68%)
VolumeN/A
Net Assets7.16B
CLBCX vs MSFHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFHX commentary
Apr 11, 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: 217B vs. MSFHX (7.16B). MSFHX pays higher dividends than CLBCX: MSFHX (2.30) vs CLBCX (1.22). CLBCX was incepted earlier than MSFHX: CLBCX (23 years) vs MSFHX (20 years). CLBCX (1.37) is less costly to investors than MSFHX (0.72). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (53.00). 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 : -4.29 vs. MSFHX (-6.56). CLBCX return over 5 years is better than : 26.95 vs. MSFHX (9.47).
| CLBCX | MSFHX | CLBCX / MSFHX | |
| Total Expense Ratio | 1.37 | 0.72 | 190% |
| Annual Report Gross Expense Ratio | 1.37 | 0.72 | 190% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -7.141 | -4.766 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 7.16B | 3,032% |
| Annual Yield % from dividends | 1.22 | 2.30 | 53% |
| Returns for 1 year | -4.29 | -6.56 | 65% |
| Returns for 3 years | 3.74 | -5.57 | -67% |
| Returns for 5 years | 26.95 | 9.47 | 285% |
| Returns for 10 years | 40.09 | 19.03 | 211% |