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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return R3
Price$19.97
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 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B 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 : 9.42 vs. MSFHX (2.66). CLBCX return over 5 years is better than : 36.20 vs. MSFHX (12.75).
| CLBCX | MSFHX | CLBCX / MSFHX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 8.536 | 6.787 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.13 | 2.31 | 49% |
| Returns for 1 year | 9.42 | 2.66 | 354% |
| Returns for 3 years | 32.73 | 12.44 | 263% |
| Returns for 5 years | 36.20 | 12.75 | 284% |
| Returns for 10 years | 64.69 | 33.84 | 191% |