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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MFS Total Return A
Price$19.93
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.73B
CLBAX vs MSFRX Comparison Chart in %
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CLBAX vs. MSFRX commentary
Aug 18, 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: 256B vs. MSFRX (7.73B). MSFRX pays higher dividends than CLBAX: MSFRX (2.33) vs CLBAX (1.82). 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 : 7.96 vs. MSFRX (1.21). CLBAX return over 5 years is better than : 39.83 vs. MSFRX (10.68).
| 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 | 9.747 | 6.905 | 141% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.82 | 2.33 | 78% |
| Returns for 1 year | 7.96 | 1.21 | 656% |
| Returns for 3 years | 30.56 | 7.32 | 417% |
| Returns for 5 years | 39.83 | 10.68 | 373% |
| Returns for 10 years | 78.78 | 33.85 | 233% |
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