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CLBCX vs MSFHX
CLBCX vs MSFHX Comparison
Open Charts CLBCX vs MSFHX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MFS Total Return R3
Price$19.26
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets7.55B
CLBCX vs MSFHX Comparison Chart
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CLBCX vs. MSFHX commentary
Jun 16, 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: 244B vs. MSFHX (7.55B). MSFHX pays higher dividends than CLBCX: MSFHX (2.35) vs CLBCX (1.18). 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 : 4.49 vs. MSFHX (0.46). CLBCX return over 5 years is better than : 34.93 vs. MSFHX (12.36).
| 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 | 4.067 | 2.780 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.18 | 2.35 | 50% |
| Returns for 1 year | 4.49 | 0.46 | 974% |
| Returns for 3 years | 30.63 | 12.42 | 247% |
| Returns for 5 years | 34.93 | 12.36 | 283% |
| Returns for 10 years | 57.89 | 28.68 | 202% |
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