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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Total Return A
Price$19.47
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets7.85B
CLBAX vs MSFRX Comparison Chart
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CLBAX vs. MSFRX commentary
Feb 23, 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: 242B vs. MSFRX (7.85B). 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 : 9.22 vs. MSFRX (3.88). CLBAX return over 5 years is better than : 31.74 vs. MSFRX (5.93).
| 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 | 2.890 | 3.166 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 2.23 | 2.32 | 96% |
| Returns for 1 year | 9.22 | 3.88 | 238% |
| Returns for 3 years | 19.12 | 1.61 | 1,189% |
| Returns for 5 years | 31.74 | 5.93 | 535% |
| Returns for 10 years | 65.36 | 28.96 | 226% |