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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MFS Total Return A
Price$19.24
Change-$0.17 (-0.88%)
VolumeN/A
Net Assets7.55B
CLBAX vs MSFRX Comparison Chart
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CLBAX vs. MSFRX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. MSFRX (7.55B). MSFRX pays higher dividends than CLBAX: MSFRX (2.35) vs CLBAX (1.91). 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 : 5.26 vs. MSFRX (0.46). CLBAX return over 5 years is better than : 40.12 vs. MSFRX (12.33).
| 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 | 4.431 | 2.784 | 159% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.91 | 2.35 | 81% |
| Returns for 1 year | 5.26 | 0.46 | 1,136% |
| Returns for 3 years | 33.60 | 12.44 | 270% |
| Returns for 5 years | 40.12 | 12.33 | 325% |
| Returns for 10 years | 70.29 | 28.70 | 245% |
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