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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$34.79
Change-$0.33 (-0.94%)
VolumeN/A
Net Assets241.5B
MFS Total Return R3
Price$19.52
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets7.88B
CLBFX vs MSFHX Comparison Chart
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CLBFX vs. MSFHX commentary
Mar 04, 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: 242B 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 : 6.82 vs. MSFHX (3.93). CLBFX return over 5 years is better than : 34.98 vs. MSFHX (10.53).
| 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 | 1.695 | 3.952 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.88B | 3,070% |
| Annual Yield % from dividends | 2.39 | 2.31 | 103% |
| Returns for 1 year | 6.82 | 3.93 | 174% |
| Returns for 3 years | 17.32 | 2.72 | 636% |
| Returns for 5 years | 34.98 | 10.53 | 332% |
| Returns for 10 years | 69.31 | 31.92 | 217% |
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