CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MSFHX
Price
$19.87
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBCX vs MSFHX

Header iconCLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return R3
Price$19.87
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFHX Comparison Chart in %
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CLBCX vs. MSFHX commentary
Jul 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 CLBCX is a Buy and MSFHX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. MSFHX (7.74B). MSFHX pays higher dividends than CLBCX: MSFHX (2.31) vs CLBCX (1.13). CLBCX was incepted earlier than MSFHX: CLBCX (23 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 : 7.04 vs. MSFHX (3.76). CLBCX return over 5 years is better than : 37.95 vs. MSFHX (15.06).
CLBCXMSFHXCLBCX / MSFHX
Total Expense Ratio1.350.72188%
Annual Report Gross Expense Ratio1.350.72188%
Fund Existence23 years20 years-
Gain YTD7.6606.252123%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.132.3149%
Returns for 1 year7.043.76187%
Returns for 3 years33.0813.54244%
Returns for 5 years37.9515.06252%
Returns for 10 years64.6933.68192%
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