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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$33.54
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets229.84B
MFS Total Return R1
Price$18.71
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets7.47B
BALCX vs MSFFX Comparison Chart
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BALCX vs. MSFFX commentary
Apr 26, 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: 230B vs. MSFFX (7.47B). 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 : 4.10 vs. MSFFX (-0.63). BALCX return over 5 years is better than : 32.12 vs. MSFFX (10.21).
| 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 | -1.367 | -0.380 | 360% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 7.47B | 3,079% |
| Annual Yield % from dividends | 1.28 | 1.58 | 81% |
| Returns for 1 year | 4.10 | -0.63 | -647% |
| Returns for 3 years | 14.43 | 0.20 | 7,215% |
| Returns for 5 years | 32.12 | 10.21 | 315% |
| Returns for 10 years | 41.52 | 15.42 | 269% |
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