CLBCX
Price
$38.38
Change
-$0.17 (-0.44%)
Updated
Sep 25 closing price
Net Assets
263.26B
MSFHX
Price
$20.05
Change
-$0.07 (-0.35%)
Updated
Sep 25 closing price
Net Assets
7.72B
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CLBCX vs MSFHX

Header iconCLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHXBanner chart's image
American Funds American Balanced 529C
Price$38.38
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
MFS Total Return R3
Price$20.05
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.72B
CLBCX vs MSFHX Comparison Chart in %
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CLBCX vs. MSFHX commentary
Sep 26, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. MSFHX (7.72B). MSFHX pays higher dividends than CLBCX: MSFHX (2.28) vs CLBCX (1.11). CLBCX was incepted earlier than MSFHX: CLBCX (24 years) vs MSFHX (21 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 : 7.21 vs. MSFHX (0.16). CLBCX return over 5 years is better than : 40.41 vs. MSFHX (13.60).
CLBCXMSFHXCLBCX / MSFHX
Total Expense Ratio1.350.72188%
Annual Report Gross Expense Ratio1.350.72188%
Fund Existence24 years21 years-
Gain YTD12.1008.025151%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets263B7.72B3,405%
Annual Yield % from dividends1.112.2848%
Returns for 1 year7.210.164,554%
Returns for 3 years47.6720.90228%
Returns for 5 years40.4113.60297%
Returns for 10 years81.3243.96185%
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