CLBFX
Price
$38.26
Change
-$0.17 (-0.44%)
Updated
Sep 25 closing price
Net Assets
263.26B
MSFHX
Price
$20.05
Change
-$0.07 (-0.35%)
Updated
Sep 25 closing price
Net Assets
7.72B
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CLBFX vs MSFHX

Header iconCLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHXBanner chart's image
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
MFS Total Return R3
Price$20.05
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.72B
CLBFX vs MSFHX Comparison Chart in %
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CLBFX vs. MSFHX commentary
Sep 26, 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 Hold and MSFHX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. MSFHX (7.72B). MSFHX pays higher dividends than CLBFX: MSFHX (2.28) vs CLBFX (1.94). CLBFX was incepted earlier than MSFHX: CLBFX (23 years) vs MSFHX (21 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 : 7.92 vs. MSFHX (0.16). CLBFX return over 5 years is better than : 46.68 vs. MSFHX (13.60).
CLBFXMSFHXCLBFX / MSFHX
Total Expense Ratio0.670.7293%
Annual Report Gross Expense Ratio0.670.7293%
Fund Existence23 years21 years-
Gain YTD12.6148.025157%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets263B7.72B3,405%
Annual Yield % from dividends1.942.2885%
Returns for 1 year7.920.165,001%
Returns for 3 years51.3920.90246%
Returns for 5 years46.6813.60343%
Returns for 10 years98.9843.96225%
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