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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
MFS Total Return A
Price$19.76
Change-$0.43 (-2.13%)
VolumeN/A
Net Assets7.74B
CLBAX vs MSFRX Comparison Chart in %
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CLBAX vs. MSFRX commentary
Feb 04, 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 MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. MSFRX (7.74B). MSFRX pays higher dividends than CLBAX: MSFRX (2.39) vs CLBAX (1.89). CLBAX was incepted earlier than MSFRX: CLBAX (24 years) vs MSFRX (55 years). MSFRX (0.72) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. MSFRX (41.00). MSFRX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than MSFRX: CLBAX (250) vs MSFRX (1000). CLBAX annual gain was more profitable for investors over the last year : 11.35 vs. MSFRX (5.22). CLBAX return over 5 years is better than : 37.40 vs. MSFRX (5.76).
| CLBAX | MSFRX | CLBAX / MSFRX | |
| Total Expense Ratio | 0.58 | 0.72 | 81% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 24 years | 55 years | - |
| Gain YTD | 2.460 | 2.910 | 85% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 1.89 | 2.39 | 79% |
| Returns for 1 year | 11.35 | 5.22 | 217% |
| Returns for 3 years | 36.75 | 10.70 | 343% |
| Returns for 5 years | 37.40 | 5.76 | 649% |
| Returns for 10 years | 100.85 | 46.32 | 218% |
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