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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return R1
Price$20.73
Change-$0.06 (-0.29%)
VolumeN/A
CapitalizationN/A
BALCX vs MSFFX Comparison Chart
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BALCX vs. MSFFX commentary
Nov 18, 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 StrongBuy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. MSFFX (8.05B). 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 : 20.01 vs. MSFFX (12.78). BALCX return over 5 years is better than : 30.97 vs. MSFFX (11.16).
| 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 | 13.321 | 9.971 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 1.59 | 1.62 | 98% |
| Returns for 1 year | 20.01 | 12.78 | 157% |
| Returns for 3 years | 8.73 | -5.73 | -152% |
| Returns for 5 years | 30.97 | 11.16 | 277% |
| Returns for 10 years | 44.77 | 27.43 | 163% |
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