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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
MFS Total Return R3
Price$19.92
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.56B
CLBFX vs MSFHX Comparison Chart in %
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CLBFX vs. MSFHX commentary
Nov 20, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. MSFHX (7.56B). MSFHX pays higher dividends than CLBFX: MSFHX (2.37) vs CLBFX (1.86). 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 : 9.14 vs. MSFHX (-1.32). CLBFX return over 5 years is better than : 41.70 vs. MSFHX (6.16).
| 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 | 21 years | - |
| Gain YTD | 14.206 | 7.817 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.86 | 2.37 | 79% |
| Returns for 1 year | 9.14 | -1.32 | -693% |
| Returns for 3 years | 42.41 | 11.35 | 374% |
| Returns for 5 years | 41.70 | 6.16 | 677% |
| Returns for 10 years | 86.89 | 35.86 | 242% |
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