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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$34.30
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
MFS Total Return A
Price$18.95
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets7.51B
CLBAX vs MSFRX Comparison Chart
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CLBAX vs. MSFRX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. MSFRX (7.51B). MSFRX pays higher dividends than CLBAX: MSFRX (2.37) vs CLBAX (1.98). CLBAX was incepted earlier than MSFRX: CLBAX (23 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 : 4.71 vs. MSFRX (-0.98). CLBAX return over 5 years is better than : 38.50 vs. MSFRX (13.84).
| CLBAX | MSFRX | CLBAX / MSFRX | |
| Total Expense Ratio | 0.58 | 0.72 | 81% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | 0.428 | 0.706 | 61% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 7.51B | 3,117% |
| Annual Yield % from dividends | 1.98 | 2.37 | 84% |
| Returns for 1 year | 4.71 | -0.98 | -482% |
| Returns for 3 years | 23.15 | 5.68 | 408% |
| Returns for 5 years | 38.50 | 13.84 | 278% |
| Returns for 10 years | 62.65 | 26.02 | 241% |
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