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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
MFS Total Return R4
Price$20.09
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
CLBAX vs MSFJX Comparison Chart
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CLBAX vs. MSFJX commentary
Dec 19, 2024
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: 241B vs. MSFJX (7.88B). 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 : 12.51 vs. MSFJX (6.37). CLBAX return over 5 years is better than : 34.39 vs. MSFJX (14.30).
| 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 | 11.523 | 9.184 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 2.23 | 2.54 | 88% |
| Returns for 1 year | 12.51 | 6.37 | 196% |
| Returns for 3 years | 13.21 | 3.44 | 384% |
| Returns for 5 years | 34.39 | 14.30 | 241% |
| Returns for 10 years | 58.66 | 37.14 | 158% |
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