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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
MFS Total Return R3
Price$19.79
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFHX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. MSFHX (7.74B). MSFHX pays higher dividends than CLBFX: MSFHX (2.38) vs CLBFX (2.03). CLBFX was incepted earlier than MSFHX: CLBFX (23 years) vs MSFHX (21 years). MSFHX (0.72) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. MSFHX (41.00). MSFHX has a lower initial minimum investment than CLBFX: MSFHX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 11.50 vs. MSFHX (5.26). CLBFX return over 5 years is better than : 38.44 vs. MSFHX (5.85).
| CLBFX | MSFHX | CLBFX / MSFHX | |
| Total Expense Ratio | 0.67 | 0.72 | 93% |
| Annual Report Gross Expense Ratio | 0.67 | 0.72 | 93% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 2.464 | 2.906 | 85% |
| 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 | 2.03 | 2.38 | 85% |
| Returns for 1 year | 11.50 | 5.26 | 219% |
| Returns for 3 years | 37.33 | 10.74 | 348% |
| Returns for 5 years | 38.44 | 5.85 | 657% |
| Returns for 10 years | 104.71 | 46.36 | 226% |
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