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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
MFS Total Return R3
Price$19.79
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFHX Comparison Chart in %
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CLBCX vs. MSFHX commentary
Feb 04, 2026
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 Hold and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. MSFHX (7.74B). MSFHX pays higher dividends than CLBCX: MSFHX (2.38) vs CLBCX (1.19). 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). CLBCX is a more actively managed with annual turnover of: 44.00 vs. MSFHX (41.00). 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 : 10.51 vs. MSFHX (5.26). CLBCX return over 5 years is better than : 32.27 vs. MSFHX (5.85).
| 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 | 2.375 | 2.906 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 1.19 | 2.38 | 50% |
| Returns for 1 year | 10.51 | 5.26 | 200% |
| Returns for 3 years | 33.67 | 10.74 | 314% |
| Returns for 5 years | 32.27 | 5.85 | 552% |
| Returns for 10 years | 86.26 | 46.36 | 186% |
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