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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. MSFHX (7.45B). MSFHX pays higher dividends than BALCX: MSFHX (2.43) vs BALCX (1.16). BALCX was incepted earlier than MSFHX: BALCX (25 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 : 16.84 vs. MSFHX (5.21). BALCX return over 5 years is better than : 31.27 vs. MSFHX (-1.91).
| BALCX | MSFHX | BALCX / MSFHX | |
| Total Expense Ratio | 1.30 | 0.72 | 181% |
| Annual Report Gross Expense Ratio | 1.30 | 0.72 | 181% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 9.372 | 2.972 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 7.45B | 3,744% |
| Annual Yield % from dividends | 1.16 | 2.43 | 48% |
| Returns for 1 year | 16.84 | 5.21 | 323% |
| Returns for 3 years | 42.32 | 13.70 | 309% |
| Returns for 5 years | 31.27 | -1.91 | -1,640% |
| Returns for 10 years | 77.17 | 35.11 | 220% |
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