BALCX
Price
$36.12
Change
+$0.26 (+0.73%)
Updated
Jun 26 closing price
Net Assets
247.64B
MSFJX
Price
$19.60
Change
+$0.13 (+0.67%)
Updated
Jun 26 closing price
Net Assets
7.61B
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BALCX vs MSFJX

Header iconBALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJXBanner chart's image
American Funds American Balanced C
Price$36.12
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets247.64B
MFS Total Return R4
Price$19.60
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets7.61B
BALCX vs MSFJX Comparison Chart in %
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BALCX vs. MSFJX commentary
Jun 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 248B vs. MSFJX (7.61B). MSFJX pays higher dividends than BALCX: MSFJX (2.58) vs BALCX (1.24). BALCX was incepted earlier than MSFJX: BALCX (24 years) vs MSFJX (20 years). BALCX (1.31) is less costly to investors than MSFJX (0.47). MSFJX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). 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 : 6.55 vs. MSFJX (2.01). BALCX return over 5 years is better than : 38.33 vs. MSFJX (16.12).
BALCXMSFJXBALCX / MSFJX
Total Expense Ratio1.310.47279%
Annual Report Gross Expense Ratio1.310.47279%
Fund Existence24 years20 years-
Gain YTD6.3593.952161%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets248B7.61B3,259%
Annual Yield % from dividends1.242.5848%
Returns for 1 year6.552.01325%
Returns for 3 years30.1511.64259%
Returns for 5 years38.3316.12238%
Returns for 10 years56.7934.54164%
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