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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return R4
Price$20.17
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
CLBAX vs MSFJX Comparison Chart in %
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CLBAX vs. MSFJX commentary
Nov 14, 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 MSFJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. MSFJX (7.68B). MSFJX pays higher dividends than CLBAX: MSFJX (2.61) vs CLBAX (1.73). CLBAX was incepted earlier than MSFJX: CLBAX (24 years) vs MSFJX (21 years). CLBAX (0.58) is less costly to investors than MSFJX (0.47). MSFJX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). MSFJX has a lower initial minimum investment than CLBAX: MSFJX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.96 vs. MSFJX (-0.16). CLBAX return over 5 years is better than : 43.13 vs. MSFJX (9.06).
| CLBAX | MSFJX | CLBAX / MSFJX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 16.246 | 9.661 | 168% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.73 | 2.61 | 66% |
| Returns for 1 year | 9.96 | -0.16 | -6,184% |
| Returns for 3 years | 44.29 | 14.16 | 313% |
| Returns for 5 years | 43.13 | 9.06 | 476% |
| Returns for 10 years | 90.70 | 43.99 | 206% |
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