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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$36.82
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.22B
MFS Total Return R3
Price$19.87
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets7.71B
CLBFX vs MSFHX Comparison Chart in %
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CLBFX vs. MSFHX commentary
Jul 11, 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: 252B vs. MSFHX (7.71B). MSFHX pays higher dividends than CLBFX: MSFHX (2.31) vs CLBFX (1.99). 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 : 7.18 vs. MSFHX (2.61). CLBFX return over 5 years is better than : 43.53 vs. MSFHX (14.24).
| 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 | 8.375 | 5.931 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.71B | 3,268% |
| Annual Yield % from dividends | 1.99 | 2.31 | 86% |
| Returns for 1 year | 7.18 | 2.61 | 275% |
| Returns for 3 years | 37.54 | 13.81 | 272% |
| Returns for 5 years | 43.53 | 14.24 | 306% |
| Returns for 10 years | 79.81 | 32.33 | 247% |
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