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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return R4
Price$20.13
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
CLBAX vs MSFJX Comparison Chart in %
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CLBAX vs. MSFJX 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 MSFJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. MSFJX (7.75B). MSFJX pays higher dividends than CLBAX: MSFJX (2.51) vs CLBAX (1.80). CLBAX was incepted earlier than MSFJX: CLBAX (24 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 : 11.72 vs. MSFJX (1.74). CLBAX return over 5 years is better than : 42.50 vs. MSFJX (13.35).
| 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 | 20 years | - |
| Gain YTD | 11.803 | 8.198 | 144% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.80 | 2.51 | 71% |
| Returns for 1 year | 11.72 | 1.74 | 673% |
| Returns for 3 years | 38.19 | 13.26 | 288% |
| Returns for 5 years | 42.50 | 13.35 | 318% |
| Returns for 10 years | 89.77 | 44.15 | 203% |
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