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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MFS Total Return R3
Price$19.96
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
CLBCX vs MSFHX Comparison Chart in %
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CLBCX vs. MSFHX commentary
Aug 18, 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 Buy and MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. MSFHX (7.73B). MSFHX pays higher dividends than CLBCX: MSFHX (2.32) vs CLBCX (1.12). CLBCX was incepted earlier than MSFHX: CLBCX (24 years) vs MSFHX (20 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 : 7.14 vs. MSFHX (1.26). CLBCX return over 5 years is better than : 34.64 vs. MSFHX (10.72).
| 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 | 20 years | - |
| Gain YTD | 9.208 | 6.951 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.12 | 2.32 | 48% |
| Returns for 1 year | 7.14 | 1.26 | 566% |
| Returns for 3 years | 27.58 | 7.36 | 375% |
| Returns for 5 years | 34.64 | 10.72 | 323% |
| Returns for 10 years | 65.77 | 33.90 | 194% |
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