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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
MFS Total Return R4
Price$19.93
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.56B
CLBAX vs MSFJX Comparison Chart in %
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CLBAX vs. MSFJX commentary
Nov 20, 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 Hold and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. MSFJX (7.56B). MSFJX pays higher dividends than CLBAX: MSFJX (2.61) vs CLBAX (1.73). CLBAX was incepted earlier than MSFJX: CLBAX (24 years) vs MSFJX (21 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 : 9.00 vs. MSFJX (-1.07). CLBAX return over 5 years is better than : 40.59 vs. MSFJX (7.50).
| CLBAX | MSFJX | CLBAX / MSFJX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 14.067 | 8.040 | 175% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.73 | 2.61 | 66% |
| Returns for 1 year | 9.00 | -1.07 | -842% |
| Returns for 3 years | 41.73 | 12.24 | 341% |
| Returns for 5 years | 40.59 | 7.50 | 541% |
| Returns for 10 years | 83.31 | 39.28 | 212% |
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