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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
MFS Total Return R1
Price$19.90
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.74B
BALCX vs MSFFX Comparison Chart in %
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BALCX vs. MSFFX commentary
Aug 16, 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 BALCX is a Buy and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. MSFFX (7.74B). MSFFX pays higher dividends than BALCX: MSFFX (1.62) vs BALCX (1.18). BALCX was incepted earlier than MSFFX: BALCX (24 years) vs MSFFX (20 years). MSFFX (1.47) is less costly to investors than BALCX (1.31). MSFFX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). MSFFX has a lower initial minimum investment than BALCX: MSFFX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.16 vs. MSFFX (0.67). BALCX return over 5 years is better than : 33.87 vs. MSFFX (6.80).
| BALCX | MSFFX | BALCX / MSFFX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 9.274 | 6.669 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.74B | 3,307% |
| Annual Yield % from dividends | 1.18 | 1.62 | 73% |
| Returns for 1 year | 7.16 | 0.67 | 1,076% |
| Returns for 3 years | 27.12 | 5.13 | 528% |
| Returns for 5 years | 33.87 | 6.80 | 498% |
| Returns for 10 years | 59.19 | 24.37 | 243% |
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