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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
MFS Total Return R1
Price$19.86
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.56B
BALCX vs MSFFX Comparison Chart in %
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BALCX vs. MSFFX commentary
Nov 20, 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: 263B vs. MSFFX (7.56B). MSFFX pays higher dividends than BALCX: MSFFX (1.68) vs BALCX (1.10). BALCX was incepted earlier than MSFFX: BALCX (25 years) vs MSFFX (21 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 : 8.17 vs. MSFFX (-2.11). BALCX return over 5 years is better than : 34.58 vs. MSFFX (2.14).
| BALCX | MSFFX | BALCX / MSFFX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 13.334 | 7.065 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.10 | 1.68 | 66% |
| Returns for 1 year | 8.17 | -2.11 | -388% |
| Returns for 3 years | 38.17 | 8.78 | 435% |
| Returns for 5 years | 34.58 | 2.14 | 1,612% |
| Returns for 10 years | 63.59 | 25.89 | 246% |