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BALCX vs MSFHX
BALCX vs MSFHX Comparison
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BALCX vs MSFHX Comparison Chart in %
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BALCX vs. MSFHX commentary
Sep 12, 2026
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: 285B vs. MSFHX (7.36B). MSFHX pays higher dividends than BALCX: MSFHX (2.32) vs BALCX (1.14). BALCX was incepted earlier than MSFHX: BALCX (26 years) vs MSFHX (21 years). BALCX (1.30) is less costly to investors than MSFHX (0.72). BALCX is a more actively managed with annual turnover of: 50.00 vs. MSFHX (41.00). 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 : 6.95 vs. MSFHX (2.86). BALCX return over 5 years is better than : 28.16 vs. MSFHX (0.02).
| BALCX | MSFHX | BALCX / MSFHX | |
| Total Expense Ratio | 1.30 | 0.72 | 181% |
| Annual Report Gross Expense Ratio | 1.30 | 0.72 | 181% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 8.525 | 6.210 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.36B | 3,873% |
| Annual Yield % from dividends | 1.14 | 2.32 | 49% |
| Returns for 1 year | 6.95 | 2.86 | 243% |
| Returns for 3 years | 38.85 | 14.62 | 266% |
| Returns for 5 years | 28.16 | 0.02 | 144,953% |
| Returns for 10 years | 74.33 | 36.23 | 205% |
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