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CLBFX vs MSFHX
CLBFX vs MSFHX Comparison
Open Charts CLBFX vs MSFHX
American Funds American Balanced 529F
Price$37.88
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
CLBFX vs MSFHX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. MSFHX (7.75B). MSFHX pays higher dividends than CLBFX: MSFHX (2.28) vs CLBFX (1.94). 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 : 10.11 vs. MSFHX (0.64). CLBFX return over 5 years is better than : 42.70 vs. MSFHX (11.38).
| 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 | 11.495 | 7.864 | 146% |
| 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 | 1.94 | 2.28 | 85% |
| Returns for 1 year | 10.11 | 0.64 | 1,569% |
| Returns for 3 years | 41.65 | 14.88 | 280% |
| Returns for 5 years | 42.70 | 11.38 | 375% |
| Returns for 10 years | 92.18 | 39.92 | 231% |
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