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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return A
Price$20.07
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
CLBAX vs MSFRX Comparison Chart in %
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CLBAX vs. MSFRX commentary
Sep 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: 259B 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 : 9.95 vs. MSFRX (0.70). CLBAX return over 5 years is better than : 41.54 vs. MSFRX (11.35).
| 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 | 11.362 | 7.873 | 144% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.80 | 2.29 | 78% |
| Returns for 1 year | 9.95 | 0.70 | 1,430% |
| Returns for 3 years | 40.92 | 14.90 | 275% |
| Returns for 5 years | 41.54 | 11.35 | 366% |
| Returns for 10 years | 88.47 | 39.95 | 221% |
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