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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MFS Total Return R3
Price$19.26
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets7.55B
CLBFX vs MSFHX Comparison Chart
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CLBFX 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 CLBFX is a Buy and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. MSFHX (7.55B). MSFHX pays higher dividends than CLBFX: MSFHX (2.35) vs CLBFX (2.07). CLBFX was incepted earlier than MSFHX: CLBFX (23 years) vs MSFHX (20 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 : 5.44 vs. MSFHX (0.46). CLBFX return over 5 years is better than : 41.30 vs. MSFHX (12.36).
| 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 | 20 years | - |
| Gain YTD | 4.519 | 2.780 | 163% |
| 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 | 2.07 | 2.35 | 88% |
| Returns for 1 year | 5.44 | 0.46 | 1,180% |
| Returns for 3 years | 34.29 | 12.42 | 276% |
| Returns for 5 years | 41.30 | 12.36 | 334% |
| Returns for 10 years | 73.68 | 28.68 | 257% |
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