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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return R3
Price$20.79
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
CLBFX vs MSFHX Comparison Chart
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CLBFX vs. MSFHX commentary
Nov 18, 2024
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 StrongBuy and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. MSFHX (8.05B). CLBFX (2.39) and MSFHX (2.31) have matching dividends . CLBFX was incepted earlier than MSFHX: CLBFX (22 years) vs MSFHX (20 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (43.00). 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 : 21.04 vs. MSFHX (13.64). CLBFX return over 5 years is better than : 38.61 vs. MSFHX (15.51).
| CLBFX | MSFHX | CLBFX / MSFHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 20 years | - |
| Gain YTD | 14.196 | 10.735 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 2.39 | 2.31 | 103% |
| Returns for 1 year | 21.04 | 13.64 | 154% |
| Returns for 3 years | 12.47 | -3.55 | -352% |
| Returns for 5 years | 38.61 | 15.51 | 249% |
| Returns for 10 years | 66.57 | 37.46 | 178% |
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