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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$37.48
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
MFS Total Return R3
Price$20.14
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.78B
CLBFX vs MSFHX Comparison Chart in %
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CLBFX vs. MSFHX commentary
Sep 01, 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: 255B vs. MSFHX (7.78B). MSFHX pays higher dividends than CLBFX: MSFHX (2.28) vs CLBFX (1.94). 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 : 7.87 vs. MSFHX (0.59). CLBFX return over 5 years is better than : 39.80 vs. MSFHX (10.88).
| 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 | 10.318 | 8.132 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 7.78B | 3,277% |
| Annual Yield % from dividends | 1.94 | 2.28 | 85% |
| Returns for 1 year | 7.87 | 0.59 | 1,342% |
| Returns for 3 years | 37.88 | 13.43 | 282% |
| Returns for 5 years | 39.80 | 10.88 | 366% |
| Returns for 10 years | 93.56 | 42.61 | 220% |
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