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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
MFS Total Return A
Price$19.17
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.77B
CLBAX vs MSFRX Comparison Chart
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CLBAX vs. MSFRX commentary
Jan 19, 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 MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. MSFRX (7.77B). MSFRX (2.32) and CLBAX (2.23) have matching dividends . CLBAX was incepted earlier than MSFRX: CLBAX (23 years) vs MSFRX (54 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (43.00). CLBAX has a lower initial minimum investment than MSFRX: CLBAX (250) vs MSFRX (1000). CLBAX annual gain was more profitable for investors over the last year : 12.29 vs. MSFRX (4.45). CLBAX return over 5 years is better than : 31.49 vs. MSFRX (4.15).
| CLBAX | MSFRX | CLBAX / MSFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 54 years | - |
| Gain YTD | 1.956 | 1.375 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.77B | 3,090% |
| Annual Yield % from dividends | 2.23 | 2.32 | 96% |
| Returns for 1 year | 12.29 | 4.45 | 276% |
| Returns for 3 years | 13.84 | -3.58 | -386% |
| Returns for 5 years | 31.49 | 4.15 | 759% |
| Returns for 10 years | 69.06 | 30.16 | 229% |
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