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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
MFS Total Return R3
Price$19.41
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets7.68B
CLBCX vs MSFHX Comparison Chart in %
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CLBCX vs. MSFHX commentary
Dec 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 CLBCX is a StrongBuy and MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MSFHX (7.68B). MSFHX pays higher dividends than CLBCX: MSFHX (2.34) vs CLBCX (1.02). CLBCX was incepted earlier than MSFHX: CLBCX (24 years) vs MSFHX (21 years). CLBCX (1.35) is less costly to investors than MSFHX (0.72). MSFHX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). MSFHX has a lower initial minimum investment than CLBCX: MSFHX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 8.57 vs. MSFHX (4.13). CLBCX return over 5 years is better than : 31.60 vs. MSFHX (5.82).
| CLBCX | MSFHX | CLBCX / MSFHX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 10.024 | 4.689 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.02 | 2.34 | 44% |
| Returns for 1 year | 8.57 | 4.13 | 207% |
| Returns for 3 years | 34.81 | 12.35 | 282% |
| Returns for 5 years | 31.60 | 5.82 | 543% |
| Returns for 10 years | 72.29 | 37.30 | 194% |
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