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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$38.53
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets263.09B
MFS Total Return A
Price$20.21
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
CLBAX vs MSFRX Comparison Chart in %
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CLBAX vs. MSFRX commentary
Oct 01, 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: 263B vs. MSFRX (7.75B). MSFRX pays higher dividends than CLBAX: MSFRX (2.29) vs CLBAX (1.80). 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 : 8.16 vs. MSFRX (-0.16). CLBAX return over 5 years is better than : 44.53 vs. MSFRX (12.70).
| 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 | 13.153 | 8.464 | 155% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.75B | 3,394% |
| Annual Yield % from dividends | 1.80 | 2.29 | 78% |
| Returns for 1 year | 8.16 | -0.16 | -5,210% |
| Returns for 3 years | 52.54 | 22.02 | 239% |
| Returns for 5 years | 44.53 | 12.70 | 351% |
| Returns for 10 years | 91.15 | 41.36 | 220% |
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