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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$35.09
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets241.03B
MFS Total Return R3
Price$19.46
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.86B
BALCX vs MSFHX Comparison Chart
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BALCX vs. MSFHX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. MSFHX (7.86B). 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 : 11.25 vs. MSFHX (4.55). BALCX return over 5 years is better than : 29.82 vs. MSFHX (7.33).
| 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 | 3.054 | 2.483 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.86B | 3,068% |
| Annual Yield % from dividends | 1.59 | 2.31 | 69% |
| Returns for 1 year | 11.25 | 4.55 | 247% |
| Returns for 3 years | 12.88 | -1.56 | -823% |
| Returns for 5 years | 29.82 | 7.33 | 407% |
| Returns for 10 years | 51.48 | 31.42 | 164% |
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