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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$37.25
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
MFS Total Return R3
Price$20.14
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.78B
BALCX vs MSFHX Comparison Chart in %
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BALCX vs. MSFHX commentary
Sep 01, 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: 255B vs. MSFHX (7.78B). MSFHX pays higher dividends than BALCX: MSFHX (2.28) vs BALCX (1.16). BALCX was incepted earlier than MSFHX: BALCX (24 years) vs MSFHX (20 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 : 6.89 vs. MSFHX (0.59). BALCX return over 5 years is better than : 32.72 vs. MSFHX (10.88).
| BALCX | MSFHX | BALCX / MSFHX | |
| Total Expense Ratio | 1.31 | 0.72 | 182% |
| Annual Report Gross Expense Ratio | 1.31 | 0.72 | 182% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 9.686 | 8.132 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 7.78B | 3,277% |
| Annual Yield % from dividends | 1.16 | 2.28 | 51% |
| Returns for 1 year | 6.89 | 0.59 | 1,175% |
| Returns for 3 years | 33.62 | 13.43 | 250% |
| Returns for 5 years | 32.72 | 10.88 | 301% |
| Returns for 10 years | 69.03 | 42.61 | 162% |
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