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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
MFS Total Return R3
Price$20.16
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
CLBFX vs MSFHX Comparison Chart in %
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CLBFX vs. MSFHX commentary
Nov 14, 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 CLBFX is a Buy and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MSFHX (7.68B). MSFHX pays higher dividends than CLBFX: MSFHX (2.37) vs CLBFX (1.86). 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). MSFHX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). 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 : 8.91 vs. MSFHX (-0.41). CLBFX return over 5 years is better than : 42.56 vs. MSFHX (7.70).
| 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 | 14.974 | 9.435 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.86 | 2.37 | 79% |
| Returns for 1 year | 8.91 | -0.41 | -2,156% |
| Returns for 3 years | 44.01 | 13.31 | 331% |
| Returns for 5 years | 42.56 | 7.70 | 553% |
| Returns for 10 years | 90.28 | 40.45 | 223% |
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