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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return A
Price$20.77
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
CLBAX vs MSFRX Comparison Chart
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CLBAX vs. MSFRX commentary
Nov 18, 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 StrongBuy and MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. MSFRX (8.05B). 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 : 20.85 vs. MSFRX (13.66). CLBAX return over 5 years is better than : 37.36 vs. MSFRX (15.49).
| 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 | 14.033 | 10.749 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 2.23 | 2.32 | 96% |
| Returns for 1 year | 20.85 | 13.66 | 153% |
| Returns for 3 years | 11.92 | -3.54 | -337% |
| Returns for 5 years | 37.36 | 15.49 | 241% |
| Returns for 10 years | 63.23 | 37.49 | 169% |
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