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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
MFS Total Return R1
Price$19.21
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets7.62B
BALCX vs MSFFX Comparison Chart
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BALCX vs. MSFFX commentary
Jun 14, 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: 247B vs. MSFFX (7.62B). MSFFX pays higher dividends than BALCX: MSFFX (1.63) vs BALCX (1.24). 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 : 4.49 vs. MSFFX (0.55). BALCX return over 5 years is better than : 34.15 vs. MSFFX (9.07).
| 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 | 4.121 | 3.328 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 7.62B | 3,241% |
| Annual Yield % from dividends | 1.24 | 1.63 | 76% |
| Returns for 1 year | 4.49 | 0.55 | 817% |
| Returns for 3 years | 30.13 | 10.85 | 278% |
| Returns for 5 years | 34.15 | 9.07 | 376% |
| Returns for 10 years | 51.38 | 20.32 | 253% |
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