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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return R1
Price$20.10
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.67B
BALCX vs MSFFX Comparison Chart in %
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BALCX vs. MSFFX commentary
Oct 20, 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: 266B vs. MSFFX (7.67B). MSFFX pays higher dividends than BALCX: MSFFX (1.63) vs BALCX (1.12). BALCX was incepted earlier than MSFFX: BALCX (25 years) vs MSFFX (21 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 : 7.88 vs. MSFFX (-1.54). BALCX return over 5 years is better than : 37.80 vs. MSFFX (5.88).
| BALCX | MSFFX | BALCX / MSFFX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 13.983 | 7.851 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.12 | 1.63 | 69% |
| Returns for 1 year | 7.88 | -1.54 | -511% |
| Returns for 3 years | 47.51 | 16.41 | 290% |
| Returns for 5 years | 37.80 | 5.88 | 642% |
| Returns for 10 years | 67.75 | 28.15 | 241% |
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