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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$39.08
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets265.76B
MFS Total Return A
Price$20.28
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets7.71B
CLBAX vs MSFRX Comparison Chart in %
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CLBAX vs. MSFRX commentary
Oct 24, 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: 266B vs. MSFRX (7.71B). MSFRX pays higher dividends than CLBAX: MSFRX (2.32) vs CLBAX (1.76). 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 : 10.14 vs. MSFRX (0.56). CLBAX return over 5 years is better than : 45.25 vs. MSFRX (10.93).
| 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 | 15.097 | 9.142 | 165% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.71B | 3,451% |
| Annual Yield % from dividends | 1.76 | 2.32 | 76% |
| Returns for 1 year | 10.14 | 0.56 | 1,796% |
| Returns for 3 years | 50.37 | 19.16 | 263% |
| Returns for 5 years | 45.25 | 10.93 | 414% |
| Returns for 10 years | 85.56 | 37.77 | 227% |
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