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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
MFS Total Return R3
Price$19.16
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.53B
BALCX vs MSFHX Comparison Chart
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BALCX vs. MSFHX commentary
Jun 07, 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 Buy and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. MSFHX (7.53B). MSFHX pays higher dividends than BALCX: MSFHX (2.35) vs BALCX (1.24). BALCX was incepted earlier than MSFHX: BALCX (24 years) vs MSFHX (20 years). BALCX (1.31) is less costly to investors than MSFHX (0.72). MSFHX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). 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 : 6.34 vs. MSFHX (-0.21). BALCX return over 5 years is better than : 30.67 vs. MSFHX (7.91).
| BALCX | MSFHX | BALCX / MSFHX | |
| Total Expense Ratio | 1.31 | 0.72 | 182% |
| Annual Report Gross Expense Ratio | 1.31 | 0.72 | 182% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 4.397 | 2.460 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 7.53B | 3,225% |
| Annual Yield % from dividends | 1.24 | 2.35 | 53% |
| Returns for 1 year | 6.34 | -0.21 | -3,059% |
| Returns for 3 years | 20.09 | 5.09 | 395% |
| Returns for 5 years | 30.67 | 7.91 | 388% |
| Returns for 10 years | 52.83 | 29.19 | 181% |
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