BALCX
Price
$33.21
Change
-$0.88 (-2.58%)
Updated
Apr 3 closing price
Net Assets
235.03B
MSFJX
Price
$18.99
Change
-$0.39 (-2.01%)
Updated
Apr 3 closing price
Net Assets
7.75B
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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$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
MFS Total Return R4
Price$18.99
Change-$0.39 (-2.01%)
VolumeN/A
Net Assets7.75B
BALCX vs MSFJX Comparison Chart
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BALCX vs. MSFJX commentary
Apr 04, 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: 235B vs. MSFJX (7.75B). MSFJX pays higher dividends than BALCX: MSFJX (2.54) vs BALCX (1.28). BALCX was incepted earlier than MSFJX: BALCX (24 years) vs MSFJX (20 years). BALCX (1.32) is less costly to investors than MSFJX (0.47). BALCX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (53.00). MSFJX has a lower initial minimum investment than BALCX: MSFJX (0) vs BALCX (250). MSFJX annual gain was more profitable for investors over the last year : 1.10 vs. BALCX (0.58). BALCX return over 5 years is better than : 41.73 vs. MSFJX (29.55).
BALCXMSFJXBALCX / MSFJX
Total Expense Ratio1.320.47281%
Annual Report Gross Expense Ratio1.320.47281%
Fund Existence24 years20 years-
Gain YTD-2.3373.002-78%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets235B7.75B3,033%
Annual Yield % from dividends1.282.5450%
Returns for 1 year0.581.1053%
Returns for 3 years7.281.98368%
Returns for 5 years41.7329.55141%
Returns for 10 years41.8832.49129%
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