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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
MFS Total Return A
Price$20.14
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.67B
CLBAX vs MSFRX Comparison Chart in %
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CLBAX vs. MSFRX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. MSFRX (7.67B). MSFRX pays higher dividends than CLBAX: MSFRX (2.32) vs CLBAX (1.76). 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). 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 : 8.72 vs. MSFRX (-0.75). CLBAX return over 5 years is better than : 43.96 vs. MSFRX (10.01).
| 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 | 14.656 | 8.495 | 173% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.76 | 2.32 | 76% |
| Returns for 1 year | 8.72 | -0.75 | -1,161% |
| Returns for 3 years | 51.33 | 19.17 | 268% |
| Returns for 5 years | 43.96 | 10.01 | 439% |
| Returns for 10 years | 88.01 | 38.25 | 230% |
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