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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Total Return R4
Price$19.50
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
CLBAX vs MSFJX Comparison Chart
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CLBAX vs. MSFJX commentary
Feb 23, 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: 242B vs. MSFJX (7.85B). 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 : 9.22 vs. MSFJX (4.13). CLBAX return over 5 years is better than : 31.74 vs. MSFJX (7.24).
| 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 | 2.890 | 3.182 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 2.23 | 2.54 | 88% |
| Returns for 1 year | 9.22 | 4.13 | 223% |
| Returns for 3 years | 19.12 | 2.37 | 808% |
| Returns for 5 years | 31.74 | 7.24 | 438% |
| Returns for 10 years | 65.36 | 32.20 | 203% |