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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
MFS Total Return R1
Price$19.43
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
BALCX vs MSFFX Comparison Chart
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BALCX vs. MSFFX commentary
Feb 23, 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 Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. MSFFX (7.85B). 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 : 8.38 vs. MSFFX (3.11). BALCX return over 5 years is better than : 26.14 vs. MSFFX (1.95).
| 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 | 2.790 | 3.054 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 1.59 | 1.62 | 98% |
| Returns for 1 year | 8.38 | 3.11 | 269% |
| Returns for 3 years | 15.69 | -0.68 | -2,315% |
| Returns for 5 years | 26.14 | 1.95 | 1,343% |
| Returns for 10 years | 46.66 | 19.51 | 239% |
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