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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
MFS Total Return R1
Price$18.93
Change-$0.39 (-2.02%)
VolumeN/A
Net Assets7.75B
BALCX vs MSFFX Comparison Chart
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BALCX vs. MSFFX commentary
Apr 04, 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: 235B vs. MSFFX (7.75B). MSFFX pays higher dividends than BALCX: MSFFX (1.58) vs BALCX (1.28). BALCX was incepted earlier than MSFFX: BALCX (24 years) vs MSFFX (20 years). MSFFX (1.47) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (53.00). 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 (0.04). BALCX return over 5 years is better than : 45.49 vs. MSFFX (23.15).
| BALCX | MSFFX | BALCX / MSFFX | |
| Total Expense Ratio | 1.32 | 1.47 | 90% |
| Annual Report Gross Expense Ratio | 1.32 | 1.47 | 90% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 0.251 | 2.758 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.75B | 3,033% |
| Annual Yield % from dividends | 1.28 | 1.58 | 81% |
| Returns for 1 year | 3.53 | 0.04 | 8,533% |
| Returns for 3 years | 10.47 | -1.09 | -960% |
| Returns for 5 years | 45.49 | 23.15 | 197% |
| Returns for 10 years | 46.34 | 19.77 | 234% |