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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
MFS Total Return R3
Price$20.16
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
CLBFX vs MSFHX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. MSFHX (7.64B). MSFHX pays higher dividends than CLBFX: MSFHX (2.31) vs CLBFX (1.89). CLBFX was incepted earlier than MSFHX: CLBFX (23 years) vs MSFHX (21 years). MSFHX (0.72) is less costly to investors than CLBFX (0.67). MSFHX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). MSFHX has a lower initial minimum investment than CLBFX: MSFHX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 8.84 vs. MSFHX (-1.14). CLBFX return over 5 years is better than : 45.11 vs. MSFHX (9.60).
| CLBFX | MSFHX | CLBFX / MSFHX | |
| Total Expense Ratio | 0.67 | 0.72 | 93% |
| Annual Report Gross Expense Ratio | 0.67 | 0.72 | 93% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 14.767 | 8.109 | 182% |
| 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 | 1.89 | 2.31 | 82% |
| Returns for 1 year | 8.84 | -1.14 | -772% |
| Returns for 3 years | 52.03 | 18.73 | 278% |
| Returns for 5 years | 45.11 | 9.60 | 470% |
| Returns for 10 years | 91.64 | 37.74 | 243% |
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