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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
MFS Total Return R4
Price$19.21
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets7.79B
BALCX vs MSFJX Comparison Chart
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BALCX vs. MSFJX commentary
Jan 19, 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 MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. MSFJX (7.79B). MSFJX pays higher dividends than BALCX: MSFJX (2.54) vs BALCX (1.59). BALCX was incepted earlier than MSFJX: BALCX (24 years) vs MSFJX (20 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (43.00). MSFJX has a lower initial minimum investment than BALCX: MSFJX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 11.44 vs. MSFJX (4.75). BALCX return over 5 years is better than : 25.92 vs. MSFJX (5.49).
| BALCX | MSFJX | BALCX / MSFJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 1.938 | 1.426 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 1.59 | 2.54 | 63% |
| Returns for 1 year | 11.44 | 4.75 | 241% |
| Returns for 3 years | 10.59 | -2.81 | -377% |
| Returns for 5 years | 25.92 | 5.49 | 472% |
| Returns for 10 years | 49.96 | 33.57 | 149% |