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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return R3
Price$20.16
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
CLBCX vs MSFHX Comparison Chart in %
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CLBCX vs. MSFHX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MSFHX (7.68B). MSFHX pays higher dividends than CLBCX: MSFHX (2.37) vs CLBCX (1.04). 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 : 9.13 vs. MSFHX (-0.41). CLBCX return over 5 years is better than : 37.82 vs. MSFHX (7.70).
| 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 | 15.461 | 9.435 | 164% |
| 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 | 1.04 | 2.37 | 44% |
| Returns for 1 year | 9.13 | -0.41 | -2,209% |
| Returns for 3 years | 41.00 | 13.31 | 308% |
| Returns for 5 years | 37.82 | 7.70 | 491% |
| Returns for 10 years | 76.85 | 40.45 | 190% |
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