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BALCX vs MSFFX
BALCX vs MSFFX Comparison
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BALCX vs MSFFX Comparison Chart in %
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BALCX vs. MSFFX commentary
Sep 12, 2026
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: 285B vs. MSFFX (7.34B). MSFFX pays higher dividends than BALCX: MSFFX (1.63) vs BALCX (1.14). BALCX was incepted earlier than MSFFX: BALCX (26 years) vs MSFFX (21 years). MSFFX (1.47) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. MSFFX (41.00). 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 : 5.86 vs. MSFFX (0.79). BALCX return over 5 years is better than : 27.49 vs. MSFFX (-4.01).
| BALCX | MSFFX | BALCX / MSFFX | |
| Total Expense Ratio | 1.30 | 1.47 | 88% |
| Annual Report Gross Expense Ratio | 1.30 | 1.47 | 88% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 7.959 | 5.387 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.14 | 1.63 | 70% |
| Returns for 1 year | 5.86 | 0.79 | 740% |
| Returns for 3 years | 38.31 | 11.85 | 323% |
| Returns for 5 years | 27.49 | -4.01 | -685% |
| Returns for 10 years | 75.19 | 27.27 | 276% |
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