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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
MFS Total Return R3
Price$19.92
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.56B
CLBCX vs MSFHX Comparison Chart in %
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CLBCX vs. MSFHX commentary
Nov 20, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. MSFHX (7.56B). MSFHX pays higher dividends than CLBCX: MSFHX (2.37) vs CLBCX (1.04). 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 : 8.18 vs. MSFHX (-1.32). CLBCX return over 5 years is better than : 35.38 vs. MSFHX (6.16).
| 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 | 13.269 | 7.817 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.04 | 2.37 | 44% |
| Returns for 1 year | 8.18 | -1.32 | -620% |
| Returns for 3 years | 38.51 | 11.35 | 339% |
| Returns for 5 years | 35.38 | 6.16 | 574% |
| Returns for 10 years | 70.03 | 35.86 | 195% |