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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
MFS Total Return R3
Price$19.74
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
BALCX vs MSFHX Comparison Chart in %
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BALCX vs. MSFHX commentary
Aug 10, 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: 254B vs. MSFHX (7.65B). MSFHX pays higher dividends than BALCX: MSFHX (2.32) vs BALCX (1.18). 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 : 9.31 vs. MSFHX (1.55). BALCX return over 5 years is better than : 32.91 vs. MSFHX (9.88).
| 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 | 8.450 | 5.772 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.65B | 3,322% |
| Annual Yield % from dividends | 1.18 | 2.32 | 51% |
| Returns for 1 year | 9.31 | 1.55 | 600% |
| Returns for 3 years | 29.24 | 9.30 | 315% |
| Returns for 5 years | 32.91 | 9.88 | 333% |
| Returns for 10 years | 57.99 | 32.49 | 178% |
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