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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$34.56
Change-$0.39 (-1.12%)
VolumeN/A
Net Assets240.4B
MFS Total Return R1
Price$19.03
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets7.64B
BALCX vs MSFFX Comparison Chart
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BALCX vs. MSFFX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. MSFFX (7.64B). MSFFX pays higher dividends than BALCX: MSFFX (1.63) vs BALCX (1.29). 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 : 3.53 vs. MSFFX (-1.10). BALCX return over 5 years is better than : 33.77 vs. MSFFX (11.52).
| 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 | 1.633 | 2.644 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.64B | 3,142% |
| Annual Yield % from dividends | 1.29 | 1.63 | 79% |
| Returns for 1 year | 3.53 | -1.10 | -320% |
| Returns for 3 years | 21.31 | 5.84 | 365% |
| Returns for 5 years | 33.77 | 11.52 | 293% |
| Returns for 10 years | 46.05 | 18.61 | 247% |