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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
MFS Total Return R1
Price$20.03
Change-$0.32 (-1.57%)
VolumeN/A
CapitalizationN/A
BALCX vs MSFFX Comparison Chart
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BALCX vs. MSFFX commentary
Dec 19, 2024
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 Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. MSFFX (7.88B). MSFFX (1.62) and BALCX (1.59) have matching dividends . BALCX was incepted earlier than MSFFX: BALCX (24 years) vs MSFFX (20 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (43.00). 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 : 11.89 vs. MSFFX (5.29). BALCX return over 5 years is better than : 28.93 vs. MSFFX (8.67).
| BALCX | MSFFX | BALCX / MSFFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 10.937 | 8.125 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 1.59 | 1.62 | 98% |
| Returns for 1 year | 11.89 | 5.29 | 225% |
| Returns for 3 years | 10.17 | 0.38 | 2,656% |
| Returns for 5 years | 28.93 | 8.67 | 334% |
| Returns for 10 years | 40.96 | 23.99 | 171% |
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