Ad is loading...
BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
MFS Total Return R4
Price$19.50
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
BALCX vs MSFJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MSFJX commentary
Feb 23, 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 Hold and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. MSFJX (7.85B). 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 : 8.38 vs. MSFJX (4.13). BALCX return over 5 years is better than : 26.14 vs. MSFJX (7.24).
| 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 | 2.790 | 3.182 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 1.59 | 2.54 | 63% |
| Returns for 1 year | 8.38 | 4.13 | 203% |
| Returns for 3 years | 15.69 | 2.37 | 663% |
| Returns for 5 years | 26.14 | 7.24 | 361% |
| Returns for 10 years | 46.66 | 32.20 | 145% |
View a ticker or compare two or three
VS
VS
Ad is loading...