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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
MFS Total Return R4
Price$20.09
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
BALCX vs MSFJX Comparison Chart
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BALCX vs. MSFJX commentary
Dec 19, 2024
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 MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. MSFJX (7.88B). 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 : 11.89 vs. MSFJX (6.37). BALCX return over 5 years is better than : 28.93 vs. MSFJX (14.30).
| 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 | 10.937 | 9.184 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 1.59 | 2.54 | 63% |
| Returns for 1 year | 11.89 | 6.37 | 187% |
| Returns for 3 years | 10.17 | 3.44 | 295% |
| Returns for 5 years | 28.93 | 14.30 | 202% |
| Returns for 10 years | 40.96 | 37.14 | 110% |
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