Interact to see
Advertisement
Advertisement
BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$35.42
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
MFS Total Return R4
Price$19.17
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.55B
BALCX vs MSFJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MSFJX commentary
Jun 06, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. MSFJX (7.55B). 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 : 6.16 vs. MSFJX (0.04). BALCX return over 5 years is better than : 30.52 vs. MSFJX (9.32).
| BALCX | MSFJX | BALCX / MSFJX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 4.280 | 2.564 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,231% |
| Annual Yield % from dividends | 1.24 | 2.58 | 48% |
| Returns for 1 year | 6.16 | 0.04 | 15,658% |
| Returns for 3 years | 20.86 | 5.93 | 352% |
| Returns for 5 years | 30.52 | 9.32 | 327% |
| Returns for 10 years | 52.67 | 32.52 | 162% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers