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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$34.92
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets237.83B
MFS Total Return R4
Price$19.20
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.61B
CLBAX vs MSFJX Comparison Chart
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CLBAX vs. MSFJX commentary
May 15, 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: 238B vs. MSFJX (7.61B). MSFJX pays higher dividends than CLBAX: MSFJX (2.61) vs CLBAX (1.98). 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 : 6.13 vs. MSFJX (0.28). CLBAX return over 5 years is better than : 42.96 vs. MSFJX (19.40).
| 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 | 2.244 | 2.385 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 7.61B | 3,126% |
| Annual Yield % from dividends | 1.98 | 2.61 | 76% |
| Returns for 1 year | 6.13 | 0.28 | 2,194% |
| Returns for 3 years | 23.95 | 7.53 | 318% |
| Returns for 5 years | 42.96 | 19.40 | 221% |
| Returns for 10 years | 64.60 | 30.39 | 213% |
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