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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
MFS Total Return R3
Price$20.16
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
CLBCX vs MSFHX Comparison Chart in %
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CLBCX vs. MSFHX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 265B vs. MSFHX (7.64B). MSFHX pays higher dividends than CLBCX: MSFHX (2.31) vs CLBCX (1.06). 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 : 7.87 vs. MSFHX (-1.14). CLBCX return over 5 years is better than : 38.56 vs. MSFHX (9.60).
| CLBCX | MSFHX | CLBCX / MSFHX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 13.912 | 8.109 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 7.64B | 3,467% |
| Annual Yield % from dividends | 1.06 | 2.31 | 46% |
| Returns for 1 year | 7.87 | -1.14 | -688% |
| Returns for 3 years | 47.86 | 18.73 | 256% |
| Returns for 5 years | 38.56 | 9.60 | 402% |
| Returns for 10 years | 74.34 | 37.74 | 197% |
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