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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return A
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBAX vs MSFRX Comparison Chart in %
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CLBAX vs. MSFRX commentary
Jul 28, 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 MSFRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. MSFRX (7.74B). MSFRX pays higher dividends than CLBAX: MSFRX (2.31) vs CLBAX (1.84). CLBAX was incepted earlier than MSFRX: CLBAX (23 years) vs MSFRX (55 years). MSFRX (0.72) is less costly to investors than CLBAX (0.58). MSFRX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). 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 : 10.23 vs. MSFRX (2.67). CLBAX return over 5 years is better than : 41.42 vs. MSFRX (12.66).
| CLBAX | MSFRX | CLBAX / MSFRX | |
| Total Expense Ratio | 0.58 | 0.72 | 81% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | 9.013 | 6.741 | 134% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.84 | 2.31 | 80% |
| Returns for 1 year | 10.23 | 2.67 | 384% |
| Returns for 3 years | 35.76 | 12.40 | 288% |
| Returns for 5 years | 41.42 | 12.66 | 327% |
| Returns for 10 years | 77.58 | 33.79 | 230% |
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