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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return R4
Price$19.88
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBAX vs MSFJX Comparison Chart in %
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CLBAX vs. MSFJX commentary
Jul 07, 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: 252B vs. MSFJX (7.74B). MSFJX pays higher dividends than CLBAX: MSFJX (2.54) vs CLBAX (1.84). CLBAX was incepted earlier than MSFJX: CLBAX (23 years) vs MSFJX (20 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 : 7.84 vs. MSFJX (4.02). CLBAX return over 5 years is better than : 43.26 vs. MSFJX (16.51).
| CLBAX | MSFJX | CLBAX / MSFJX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 8.073 | 6.380 | 127% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.84 | 2.54 | 72% |
| Returns for 1 year | 7.84 | 4.02 | 195% |
| Returns for 3 years | 36.14 | 14.39 | 251% |
| Returns for 5 years | 43.26 | 16.51 | 262% |
| Returns for 10 years | 77.55 | 37.05 | 209% |
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