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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
MFS Total Return R4
Price$20.17
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.67B
CLBAX vs MSFJX Comparison Chart in %
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CLBAX vs. MSFJX commentary
Oct 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 Buy and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. MSFJX (7.67B). MSFJX pays higher dividends than CLBAX: MSFJX (2.54) vs CLBAX (1.76). 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 : 8.72 vs. MSFJX (-0.55). CLBAX return over 5 years is better than : 43.96 vs. MSFJX (11.36).
| 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 | 14.656 | 8.683 | 169% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.76 | 2.54 | 69% |
| Returns for 1 year | 8.72 | -0.55 | -1,582% |
| Returns for 3 years | 51.33 | 20.02 | 256% |
| Returns for 5 years | 43.96 | 11.36 | 387% |
| Returns for 10 years | 88.01 | 41.70 | 211% |