CLBAX
Price
$33.20
Change
+$0.35 (+1.07%)
Updated
Apr 23 closing price
Net Assets
224.6B
MSFJX
Price
$18.68
Change
+$0.09 (+0.48%)
Updated
Apr 23 closing price
Net Assets
7.4B
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CLBAX vs MSFJX

Header iconCLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJXBanner chart's image
American Funds American Balanced 529A
Price$33.20
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets224.6B
MFS Total Return R4
Price$18.68
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets7.4B
CLBAX vs MSFJX Comparison Chart
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CLBAX vs. MSFJX commentary
Apr 24, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 225B vs. MSFJX (7.4B). 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 : 1.62 vs. MSFJX (-1.32). CLBAX return over 5 years is better than : 34.29 vs. MSFJX (14.67).
CLBAXMSFJXCLBAX / MSFJX
Total Expense Ratio0.600.47128%
Annual Report Gross Expense Ratio0.600.47128%
Fund Existence23 years20 years-
Gain YTD-3.817-1.197319%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets225B7.4B3,042%
Annual Yield % from dividends1.982.5478%
Returns for 1 year1.62-1.32-123%
Returns for 3 years13.171.33987%
Returns for 5 years34.2914.67234%
Returns for 10 years54.7226.19209%
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