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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
MFS Total Return R3
Price$20.08
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
CLBCX vs MSFHX Comparison Chart
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CLBCX vs. MSFHX commentary
Dec 19, 2024
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: 241B 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 : 11.92 vs. MSFHX (6.11). CLBCX return over 5 years is better than : 29.69 vs. MSFHX (12.88).
| 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 | 10.944 | 8.946 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 1.52 | 2.31 | 66% |
| Returns for 1 year | 11.92 | 6.11 | 195% |
| Returns for 3 years | 10.88 | 2.68 | 407% |
| Returns for 5 years | 29.69 | 12.88 | 231% |
| Returns for 10 years | 47.43 | 33.76 | 140% |
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