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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
MFS Total Return R4
Price$19.21
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets7.79B
CLBAX vs MSFJX Comparison Chart
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CLBAX vs. MSFJX commentary
Jan 19, 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: 240B vs. MSFJX (7.79B). MSFJX pays higher dividends than CLBAX: MSFJX (2.54) vs CLBAX (2.23). CLBAX was incepted earlier than MSFJX: CLBAX (23 years) vs MSFJX (20 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (43.00). 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 : 12.29 vs. MSFJX (4.75). CLBAX return over 5 years is better than : 31.49 vs. MSFJX (5.49).
| CLBAX | MSFJX | CLBAX / MSFJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 1.956 | 1.426 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 2.23 | 2.54 | 88% |
| Returns for 1 year | 12.29 | 4.75 | 259% |
| Returns for 3 years | 13.84 | -2.81 | -493% |
| Returns for 5 years | 31.49 | 5.49 | 573% |
| Returns for 10 years | 69.06 | 33.57 | 206% |
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