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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$33.00
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets226.04B
MFS Total Return R3
Price$18.37
Change+$0.15 (+0.82%)
VolumeN/A
Net Assets7.33B
CLBFX vs MSFHX Comparison Chart
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CLBFX vs. MSFHX commentary
Apr 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 226B vs. MSFHX (7.33B). MSFHX pays higher dividends than CLBFX: MSFHX (2.30) vs CLBFX (2.14). CLBFX was incepted earlier than MSFHX: CLBFX (23 years) vs MSFHX (20 years). MSFHX (0.72) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (53.00). 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 : 1.03 vs. MSFHX (-2.78). CLBFX return over 5 years is better than : 38.25 vs. MSFHX (12.22).
| CLBFX | MSFHX | CLBFX / MSFHX | |
| Total Expense Ratio | 0.68 | 0.72 | 94% |
| Annual Report Gross Expense Ratio | 0.68 | 0.72 | 94% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -3.201 | -2.374 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226B | 7.33B | 3,085% |
| Annual Yield % from dividends | 2.14 | 2.30 | 93% |
| Returns for 1 year | 1.03 | -2.78 | -37% |
| Returns for 3 years | 12.05 | -2.24 | -538% |
| Returns for 5 years | 38.25 | 12.22 | 313% |
| Returns for 10 years | 60.40 | 22.02 | 274% |