Interact to see
Advertisement
Advertisement
CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$38.27
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
MFS Total Return R4
Price$19.75
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets7.72B
CLBAX vs MSFJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MSFJX commentary
Jan 15, 2026
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 MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. MSFJX (7.72B). MSFJX pays higher dividends than CLBAX: MSFJX (2.67) vs CLBAX (1.94). 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 : 14.23 vs. MSFJX (7.41). CLBAX return over 5 years is better than : 38.44 vs. MSFJX (6.73).
| 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 | 2.326 | 2.438 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.72B | 3,496% |
| Annual Yield % from dividends | 1.94 | 2.67 | 73% |
| Returns for 1 year | 14.23 | 7.41 | 192% |
| Returns for 3 years | 37.73 | 11.31 | 334% |
| Returns for 5 years | 38.44 | 6.73 | 572% |
| Returns for 10 years | 101.82 | 50.70 | 201% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| LOKA.X | 0.032156 | 0.000343 | +1.08% |
| League of Kingdoms Arena cryptocurrency | |||
| DF.X | 0.011746 | -0.000041 | -0.35% |
| dForce cryptocurrency | |||
| FIDA.X | 0.036239 | -0.000312 | -0.85% |
| Bonfida cryptocurrency | |||
| INJ.X | 5.527907 | -0.111504 | -1.98% |
| Injective cryptocurrency | |||
| ASTR.X | 0.011393 | -0.000240 | -2.07% |
| Astar cryptocurrency | |||