Interact to see
Advertisement
Advertisement
CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$35.68
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
MFS Total Return R4
Price$19.17
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.55B
CLBAX vs MSFJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MSFJX commentary
Jun 06, 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: 244B vs. MSFJX (7.55B). 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 : 6.97 vs. MSFJX (0.04). CLBAX return over 5 years is better than : 36.35 vs. MSFJX (9.32).
| 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 | 4.586 | 2.564 | 179% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,231% |
| Annual Yield % from dividends | 1.91 | 2.58 | 74% |
| Returns for 1 year | 6.97 | 0.04 | 17,708% |
| Returns for 3 years | 24.30 | 5.93 | 410% |
| Returns for 5 years | 36.35 | 9.32 | 390% |
| Returns for 10 years | 71.76 | 32.52 | 221% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers