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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$34.58
Change-$0.33 (-0.95%)
VolumeN/A
Net Assets241.5B
MFS Total Return R3
Price$19.52
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets7.88B
BALCX vs MSFHX Comparison Chart
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BALCX vs. MSFHX commentary
Mar 04, 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 MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. MSFHX (7.88B). MSFHX pays higher dividends than BALCX: MSFHX (2.31) vs BALCX (1.59). BALCX was incepted earlier than MSFHX: BALCX (24 years) vs MSFHX (20 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (43.00). MSFHX has a lower initial minimum investment than BALCX: MSFHX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 5.85 vs. MSFHX (3.93). BALCX return over 5 years is better than : 28.16 vs. MSFHX (10.53).
| BALCX | MSFHX | BALCX / MSFHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 1.557 | 3.952 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.88B | 3,070% |
| Annual Yield % from dividends | 1.59 | 2.31 | 69% |
| Returns for 1 year | 5.85 | 3.93 | 149% |
| Returns for 3 years | 13.43 | 2.72 | 493% |
| Returns for 5 years | 28.16 | 10.53 | 267% |
| Returns for 10 years | 47.18 | 31.92 | 148% |
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