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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
MFS Total Return R3
Price$20.08
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
CLBFX vs MSFHX Comparison Chart
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CLBFX vs. MSFHX commentary
Dec 19, 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 Hold and MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. MSFHX (7.88B). 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 : 12.67 vs. MSFHX (6.11). CLBFX return over 5 years is better than : 35.48 vs. MSFHX (12.88).
| 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 | 11.647 | 8.946 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 2.39 | 2.31 | 103% |
| Returns for 1 year | 12.67 | 6.11 | 207% |
| Returns for 3 years | 13.69 | 2.68 | 512% |
| Returns for 5 years | 35.48 | 12.88 | 275% |
| Returns for 10 years | 61.86 | 33.76 | 183% |
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