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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
MFS Total Return R3
Price$19.74
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
CLBFX vs MSFHX Comparison Chart in %
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CLBFX vs. MSFHX commentary
Aug 10, 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: 254B vs. MSFHX (7.65B). MSFHX pays higher dividends than CLBFX: MSFHX (2.32) vs CLBFX (1.97). CLBFX was incepted earlier than MSFHX: CLBFX (23 years) vs MSFHX (20 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 : 10.27 vs. MSFHX (1.55). CLBFX return over 5 years is better than : 39.97 vs. MSFHX (9.88).
| 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 | 20 years | - |
| Gain YTD | 9.023 | 5.772 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.65B | 3,322% |
| Annual Yield % from dividends | 1.97 | 2.32 | 85% |
| Returns for 1 year | 10.27 | 1.55 | 662% |
| Returns for 3 years | 33.41 | 9.30 | 359% |
| Returns for 5 years | 39.97 | 9.88 | 404% |
| Returns for 10 years | 80.95 | 32.49 | 249% |
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