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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return R4
Price$20.10
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
CLBAX vs MSFJX Comparison Chart in %
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CLBAX vs. MSFJX 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 CLBAX is a Buy and MSFJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. MSFJX (7.75B). MSFJX pays higher dividends than CLBAX: MSFJX (2.51) vs CLBAX (1.80). CLBAX was incepted earlier than MSFJX: CLBAX (24 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 : 9.95 vs. MSFJX (0.94). CLBAX return over 5 years is better than : 41.54 vs. MSFJX (12.78).
| 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 | 20 years | - |
| Gain YTD | 11.362 | 8.037 | 141% |
| Front Load | 4% | 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 | 1.80 | 2.51 | 71% |
| Returns for 1 year | 9.95 | 0.94 | 1,054% |
| Returns for 3 years | 40.92 | 15.80 | 259% |
| Returns for 5 years | 41.54 | 12.78 | 325% |
| Returns for 10 years | 88.47 | 43.45 | 204% |
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