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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
MFS Total Return R4
Price$20.19
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.74B
CLBAX vs MSFJX Comparison Chart in %
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CLBAX vs. MSFJX commentary
Sep 30, 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 Hold and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. MSFJX (7.74B). MSFJX pays higher dividends than CLBAX: MSFJX (2.51) vs CLBAX (1.80). 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 : 7.82 vs. MSFJX (0.32). CLBAX return over 5 years is better than : 45.97 vs. MSFJX (15.37).
| 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 | 12.860 | 8.521 | 151% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.74B | 3,397% |
| Annual Yield % from dividends | 1.80 | 2.51 | 71% |
| Returns for 1 year | 7.82 | 0.32 | 2,461% |
| Returns for 3 years | 51.69 | 22.78 | 227% |
| Returns for 5 years | 45.97 | 15.37 | 299% |
| Returns for 10 years | 95.16 | 47.68 | 200% |
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