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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
MFS Total Return R3
Price$19.92
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.56B
BALCX vs MSFHX Comparison Chart in %
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BALCX vs. MSFHX 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 MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. MSFHX (7.56B). MSFHX pays higher dividends than BALCX: MSFHX (2.37) vs BALCX (1.10). BALCX was incepted earlier than MSFHX: BALCX (25 years) vs MSFHX (21 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 : 8.17 vs. MSFHX (-1.32). BALCX return over 5 years is better than : 34.58 vs. MSFHX (6.16).
| BALCX | MSFHX | BALCX / MSFHX | |
| Total Expense Ratio | 1.31 | 0.72 | 182% |
| Annual Report Gross Expense Ratio | 1.31 | 0.72 | 182% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 13.334 | 7.817 | 171% |
| 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 | 2.37 | 46% |
| Returns for 1 year | 8.17 | -1.32 | -619% |
| Returns for 3 years | 38.17 | 11.35 | 336% |
| Returns for 5 years | 34.58 | 6.16 | 561% |
| Returns for 10 years | 63.59 | 35.86 | 177% |