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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$38.09
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
MFS Total Return R3
Price$20.05
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.72B
BALCX vs MSFHX Comparison Chart in %
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BALCX vs. MSFHX commentary
Sep 26, 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 (7.72B). MSFHX pays higher dividends than BALCX: MSFHX (2.28) vs BALCX (1.16). 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 : 7.33 vs. MSFHX (0.16). BALCX return over 5 years is better than : 39.74 vs. MSFHX (13.60).
| 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 | 12.273 | 8.025 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.72B | 3,405% |
| Annual Yield % from dividends | 1.16 | 2.28 | 51% |
| Returns for 1 year | 7.33 | 0.16 | 4,629% |
| Returns for 3 years | 47.41 | 20.90 | 227% |
| Returns for 5 years | 39.74 | 13.60 | 292% |
| Returns for 10 years | 74.74 | 43.96 | 170% |
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