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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
MFS Total Return R3
Price$18.58
Change+$0.66 (+3.68%)
VolumeN/A
Net Assets7.16B
BALCX vs MSFHX Comparison Chart
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BALCX vs. MSFHX commentary
Apr 11, 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: 217B vs. MSFHX (7.16B). MSFHX pays higher dividends than BALCX: MSFHX (2.30) vs BALCX (1.28). BALCX was incepted earlier than MSFHX: BALCX (24 years) vs MSFHX (20 years). BALCX (1.32) is less costly to investors than MSFHX (0.72). BALCX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (53.00). 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 : -4.30 vs. MSFHX (-6.56). BALCX return over 5 years is better than : 26.21 vs. MSFHX (9.47).
| BALCX | MSFHX | BALCX / MSFHX | |
| Total Expense Ratio | 1.32 | 0.72 | 183% |
| Annual Report Gross Expense Ratio | 1.32 | 0.72 | 183% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | -7.130 | -4.766 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 7.16B | 3,032% |
| Annual Yield % from dividends | 1.28 | 2.30 | 56% |
| Returns for 1 year | -4.30 | -6.56 | 66% |
| Returns for 3 years | 3.18 | -5.57 | -57% |
| Returns for 5 years | 26.21 | 9.47 | 277% |
| Returns for 10 years | 34.21 | 19.03 | 180% |