CLBAX
Price
$35.68
Change
-$0.04 (-0.11%)
Updated
Jun 5 closing price
Net Assets
243.73B
MSFJX
Price
$19.17
Change
-$0.04 (-0.21%)
Updated
Jun 5 closing price
Net Assets
7.55B
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CLBAX vs MSFJX

Header iconCLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJXBanner chart's image
American Funds American Balanced 529A
Price$35.68
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
MFS Total Return R4
Price$19.17
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.55B
CLBAX vs MSFJX Comparison Chart
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CLBAX vs. MSFJX commentary
Jun 06, 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 CLBAX is a Buy and MSFJX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. MSFJX (7.55B). MSFJX pays higher dividends than CLBAX: MSFJX (2.58) vs CLBAX (1.91). CLBAX was incepted earlier than MSFJX: CLBAX (23 years) vs MSFJX (20 years). CLBAX (0.58) is less costly to investors than MSFJX (0.47). MSFJX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). MSFJX has a lower initial minimum investment than CLBAX: MSFJX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 6.97 vs. MSFJX (0.04). CLBAX return over 5 years is better than : 36.35 vs. MSFJX (9.32).
CLBAXMSFJXCLBAX / MSFJX
Total Expense Ratio0.580.47123%
Annual Report Gross Expense Ratio0.580.47123%
Fund Existence23 years20 years-
Gain YTD4.5862.564179%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets244B7.55B3,231%
Annual Yield % from dividends1.912.5874%
Returns for 1 year6.970.0417,708%
Returns for 3 years24.305.93410%
Returns for 5 years36.359.32390%
Returns for 10 years71.7632.52221%
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