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CLBAX vs MSFJX
CLBAX vs MSFJX Comparison
Open Charts CLBAX vs MSFJX
American Funds American Balanced 529A
Price$38.27
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
MFS Total Return R4
Price$19.99
Change+$0.19 (+0.96%)
VolumeN/A
Net Assets7.74B
CLBAX vs MSFJX Comparison Chart in %
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CLBAX vs. MSFJX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. MSFJX (7.74B). MSFJX pays higher dividends than CLBAX: MSFJX (2.62) vs CLBAX (1.89). 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). CLBAX is a more actively managed with annual turnover of: 44.00 vs. MSFJX (41.00). 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 : 10.70 vs. MSFJX (6.30). CLBAX return over 5 years is better than : 37.08 vs. MSFJX (8.08).
| 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 | 3.912 | 59% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,489% |
| Annual Yield % from dividends | 1.89 | 2.62 | 72% |
| Returns for 1 year | 10.70 | 6.30 | 170% |
| Returns for 3 years | 36.57 | 12.61 | 290% |
| Returns for 5 years | 37.08 | 8.08 | 459% |
| Returns for 10 years | 100.59 | 51.55 | 195% |
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