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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
MFS Total Return R3
Price$20.08
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
BALCX vs MSFHX Comparison Chart
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BALCX vs. MSFHX commentary
Dec 19, 2024
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: 241B 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 : 11.89 vs. MSFHX (6.11). BALCX return over 5 years is better than : 28.93 vs. MSFHX (12.88).
| 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 | 10.937 | 8.946 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 1.59 | 2.31 | 69% |
| Returns for 1 year | 11.89 | 6.11 | 194% |
| Returns for 3 years | 10.17 | 2.68 | 380% |
| Returns for 5 years | 28.93 | 12.88 | 225% |
| Returns for 10 years | 40.96 | 33.76 | 121% |
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