CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MSFRX
Price
$19.84
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
Interact to see
Advertisement

CLBAX vs MSFRX

Header iconCLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return A
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBAX vs MSFRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLBAX vs. MSFRX 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 MSFRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B 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 : 7.84 vs. MSFRX (3.72). CLBAX return over 5 years is better than : 43.26 vs. MSFRX (7.76).
CLBAXMSFRXCLBAX / MSFRX
Total Expense Ratio0.580.7281%
Annual Report Gross Expense Ratio0.580.7281%
Fund Existence23 years55 years-
Gain YTD8.0736.206130%
Front Load4%6%61%
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.842.3180%
Returns for 1 year7.843.72211%
Returns for 3 years36.1413.45269%
Returns for 5 years43.267.76557%
Returns for 10 years77.5533.63231%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ASMOX20.320.26
+1.30%
AQR Small Cap Momentum Style I
AMBFX36.850.18
+0.49%
American Funds American Balanced F2
PGVFX35.600.11
+0.31%
Polaris Global Value
FSMEX60.380.11
+0.18%
Fidelity Select Medical Tech and Devcs
MFWIX17.500.02
+0.11%
MFS Global Total Return I