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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$36.34
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
MFS Total Return R4
Price$19.60
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets7.61B
CLBAX vs MSFJX Comparison Chart in %
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CLBAX vs. MSFJX commentary
Jun 27, 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: 248B vs. MSFJX (7.61B). 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 : 7.35 vs. MSFJX (2.01). CLBAX return over 5 years is better than : 44.52 vs. MSFJX (16.12).
| CLBAX | MSFJX | CLBAX / MSFJX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 6.722 | 3.952 | 170% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 7.61B | 3,259% |
| Annual Yield % from dividends | 1.91 | 2.58 | 74% |
| Returns for 1 year | 7.35 | 2.01 | 365% |
| Returns for 3 years | 33.69 | 11.64 | 289% |
| Returns for 5 years | 44.52 | 16.12 | 276% |
| Returns for 10 years | 76.05 | 34.54 | 220% |