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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
MFS Total Return R1
Price$20.11
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.74B
BALCX vs MSFFX Comparison Chart in %
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BALCX vs. MSFFX commentary
Sep 29, 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 (7.74B). MSFFX pays higher dividends than BALCX: MSFFX (1.60) vs BALCX (1.16). 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 : 7.28 vs. MSFFX (-0.72). BALCX return over 5 years is better than : 40.11 vs. MSFFX (9.65).
| 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 | 12.568 | 7.732 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.74B | 3,397% |
| Annual Yield % from dividends | 1.16 | 1.60 | 73% |
| Returns for 1 year | 7.28 | -0.72 | -1,008% |
| Returns for 3 years | 48.24 | 19.03 | 253% |
| Returns for 5 years | 40.11 | 9.65 | 416% |
| Returns for 10 years | 74.67 | 33.50 | 223% |
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