Interact to see
Advertisement
Advertisement
CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
MFS Total Return R3
Price$19.16
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.53B
CLBFX vs MSFHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MSFHX commentary
Jun 07, 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: 243B vs. MSFHX (7.53B). MSFHX pays higher dividends than CLBFX: MSFHX (2.35) vs CLBFX (2.07). 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 : 7.27 vs. MSFHX (-0.21). CLBFX return over 5 years is better than : 37.68 vs. MSFHX (7.91).
| 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 | 4.778 | 2.460 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 7.53B | 3,225% |
| Annual Yield % from dividends | 2.07 | 2.35 | 88% |
| Returns for 1 year | 7.27 | -0.21 | -3,506% |
| Returns for 3 years | 24.09 | 5.09 | 473% |
| Returns for 5 years | 37.68 | 7.91 | 476% |
| Returns for 10 years | 75.37 | 29.19 | 258% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FACDX | 52.66 | N/A | N/A |
| Fidelity Advisor Health Care A | |||
| VLCAX | 138.92 | N/A | N/A |
| Vanguard Large Cap Index Admiral | |||
| HWLAX | 41.49 | N/A | N/A |
| Hotchkis & Wiley Large Cap Fdml Value A | |||
| GIRNX | 31.59 | N/A | N/A |
| Goldman Sachs International Eq ESG Inv | |||
| SBRAX | 19.40 | N/A | N/A |
| Segall Bryant & Hamill All Cap Ret | |||