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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
MFS Total Return A
Price$19.96
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.55B
CLBAX vs MSFRX Comparison Chart in %
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CLBAX vs. MSFRX commentary
Nov 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 Hold and MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. MSFRX (7.55B). MSFRX pays higher dividends than CLBAX: MSFRX (2.38) vs CLBAX (1.73). CLBAX was incepted earlier than MSFRX: CLBAX (24 years) vs MSFRX (55 years). MSFRX (0.72) is less costly to investors than CLBAX (0.58). MSFRX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). MSFRX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). 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 : 8.81 vs. MSFRX (-1.89). CLBAX return over 5 years is better than : 39.86 vs. MSFRX (5.61).
| CLBAX | MSFRX | CLBAX / MSFRX | |
| Total Expense Ratio | 0.58 | 0.72 | 81% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 24 years | 55 years | - |
| Gain YTD | 13.743 | 7.560 | 182% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 7.55B | 3,498% |
| Annual Yield % from dividends | 1.73 | 2.38 | 73% |
| Returns for 1 year | 8.81 | -1.89 | -465% |
| Returns for 3 years | 41.33 | 11.09 | 373% |
| Returns for 5 years | 39.86 | 5.61 | 710% |
| Returns for 10 years | 82.79 | 35.54 | 233% |
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