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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return R3
Price$20.09
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
CLBCX vs MSFHX Comparison Chart in %
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CLBCX vs. MSFHX commentary
Sep 08, 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: 259B vs. MSFHX (7.75B). MSFHX pays higher dividends than CLBCX: MSFHX (2.28) vs CLBCX (1.11). 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 : 9.15 vs. MSFHX (0.64). CLBCX return over 5 years is better than : 36.30 vs. MSFHX (11.38).
| 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 | 10.785 | 7.864 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.11 | 2.28 | 48% |
| Returns for 1 year | 9.15 | 0.64 | 1,420% |
| Returns for 3 years | 37.75 | 14.88 | 254% |
| Returns for 5 years | 36.30 | 11.38 | 319% |
| Returns for 10 years | 74.80 | 39.92 | 187% |
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