Ad is loading...
BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
MFS Total Return R1
Price$19.14
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.79B
BALCX vs MSFFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MSFFX commentary
Jan 19, 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: 240B vs. MSFFX (7.79B). 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 : 11.44 vs. MSFFX (3.68). BALCX return over 5 years is better than : 25.92 vs. MSFFX (0.27).
| 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 | 1.938 | 1.377 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 1.59 | 1.62 | 98% |
| Returns for 1 year | 11.44 | 3.68 | 311% |
| Returns for 3 years | 10.59 | -5.76 | -184% |
| Returns for 5 years | 25.92 | 0.27 | 9,472% |
| Returns for 10 years | 49.96 | 20.69 | 241% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers