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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return R4
Price$20.80
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
CLBAX vs MSFJX Comparison Chart
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CLBAX vs. MSFJX commentary
Nov 18, 2024
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 StrongBuy and MSFJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. MSFJX (8.05B). MSFJX pays higher dividends than CLBAX: MSFJX (2.54) vs CLBAX (2.23). CLBAX was incepted earlier than MSFJX: CLBAX (23 years) vs MSFJX (20 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (43.00). 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 : 20.85 vs. MSFJX (13.91). CLBAX return over 5 years is better than : 37.36 vs. MSFJX (16.96).
| CLBAX | MSFJX | CLBAX / MSFJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 14.033 | 10.955 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 2.23 | 2.54 | 88% |
| Returns for 1 year | 20.85 | 13.91 | 150% |
| Returns for 3 years | 11.92 | -2.82 | -423% |
| Returns for 5 years | 37.36 | 16.96 | 220% |
| Returns for 10 years | 63.23 | 40.92 | 155% |
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