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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
MFS Total Return R3
Price$20.16
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
BALCX vs MSFHX Comparison Chart in %
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BALCX vs. MSFHX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 265B vs. MSFHX (7.64B). MSFHX pays higher dividends than BALCX: MSFHX (2.31) vs BALCX (1.12). 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 : 7.88 vs. MSFHX (-1.14). BALCX return over 5 years is better than : 37.80 vs. MSFHX (9.60).
| 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 | 13.983 | 8.109 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 7.64B | 3,467% |
| Annual Yield % from dividends | 1.12 | 2.31 | 48% |
| Returns for 1 year | 7.88 | -1.14 | -689% |
| Returns for 3 years | 47.51 | 18.73 | 254% |
| Returns for 5 years | 37.80 | 9.60 | 394% |
| Returns for 10 years | 67.75 | 37.74 | 180% |
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