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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$32.89
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
MFS Total Return A
Price$18.49
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets7.34B
CLBAX vs MSFRX Comparison Chart
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CLBAX vs. MSFRX commentary
Apr 18, 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: 225B vs. MSFRX (7.34B). MSFRX pays higher dividends than CLBAX: MSFRX (2.31) 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 (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (53.00). 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 : 2.56 vs. MSFRX (-0.87). CLBAX return over 5 years is better than : 33.40 vs. MSFRX (11.44).
| CLBAX | MSFRX | CLBAX / MSFRX | |
| Total Expense Ratio | 0.60 | 0.72 | 83% |
| Annual Report Gross Expense Ratio | 0.60 | 0.72 | 83% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | -3.700 | -2.057 | 180% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 7.34B | 3,065% |
| Annual Yield % from dividends | 1.98 | 2.31 | 86% |
| Returns for 1 year | 2.56 | -0.87 | -293% |
| Returns for 3 years | 11.10 | -1.48 | -753% |
| Returns for 5 years | 33.40 | 11.44 | 292% |
| Returns for 10 years | 55.90 | 22.30 | 251% |
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