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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$33.42
Change-$0.87 (-2.54%)
VolumeN/A
Net Assets235.03B
MFS Total Return R4
Price$18.99
Change-$0.39 (-2.01%)
VolumeN/A
Net Assets7.75B
CLBAX vs MSFJX Comparison Chart
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CLBAX vs. MSFJX commentary
Apr 04, 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: 235B vs. MSFJX (7.75B). MSFJX pays higher dividends than CLBAX: MSFJX (2.54) vs CLBAX (1.98). CLBAX was incepted earlier than MSFJX: CLBAX (23 years) vs MSFJX (20 years). CLBAX (0.60) is less costly to investors than MSFJX (0.47). CLBAX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (53.00). 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 : 1.36 vs. MSFJX (1.10). CLBAX return over 5 years is better than : 48.07 vs. MSFJX (29.55).
| CLBAX | MSFJX | CLBAX / MSFJX | |
| Total Expense Ratio | 0.60 | 0.47 | 128% |
| Annual Report Gross Expense Ratio | 0.60 | 0.47 | 128% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -2.148 | 3.002 | -72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.75B | 3,033% |
| Annual Yield % from dividends | 1.98 | 2.54 | 78% |
| Returns for 1 year | 1.36 | 1.10 | 124% |
| Returns for 3 years | 10.33 | 1.98 | 521% |
| Returns for 5 years | 48.07 | 29.55 | 163% |
| Returns for 10 years | 59.69 | 32.49 | 184% |
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