CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MSFJX
Price
$19.88
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBAX vs MSFJX

Header iconCLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJXBanner chart's image
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.

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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).
CLBAXMSFJXCLBAX / MSFJX
Total Expense Ratio0.580.47123%
Annual Report Gross Expense Ratio0.580.47123%
Fund Existence23 years20 years-
Gain YTD8.0736.380127%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.842.5472%
Returns for 1 year7.844.02195%
Returns for 3 years36.1414.39251%
Returns for 5 years43.2616.51262%
Returns for 10 years77.5537.05209%
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