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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
MFS Total Return R3
Price$20.79
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
CLBCX vs MSFHX Comparison Chart
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CLBCX vs. MSFHX commentary
Nov 18, 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 StrongBuy and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. MSFHX (8.05B). 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 : 19.97 vs. MSFHX (13.64). CLBCX return over 5 years is better than : 32.31 vs. MSFHX (15.51).
| 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 | 13.278 | 10.735 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 1.52 | 2.31 | 66% |
| Returns for 1 year | 19.97 | 13.64 | 146% |
| Returns for 3 years | 9.41 | -3.55 | -265% |
| Returns for 5 years | 32.31 | 15.51 | 208% |
| Returns for 10 years | 51.34 | 37.46 | 137% |
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