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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$37.56
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
MFS Total Return A
Price$19.38
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.68B
CLBAX vs MSFRX Comparison Chart in %
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CLBAX vs. MSFRX commentary
Dec 26, 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 StrongBuy and MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. MSFRX (7.68B). MSFRX pays higher dividends than CLBAX: MSFRX (2.34) vs CLBAX (1.70). 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 : 9.19 vs. MSFRX (4.14). CLBAX return over 5 years is better than : 36.41 vs. MSFRX (5.79).
| 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 | 10.621 | 4.644 | 229% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.70 | 2.34 | 73% |
| Returns for 1 year | 9.19 | 4.14 | 222% |
| Returns for 3 years | 37.64 | 12.31 | 306% |
| Returns for 5 years | 36.41 | 5.79 | 629% |
| Returns for 10 years | 85.38 | 37.26 | 229% |
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