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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$32.98
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
MFS Total Return R4
Price$18.68
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets7.4B
BALCX vs MSFJX Comparison Chart
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BALCX vs. MSFJX commentary
Apr 24, 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: 225B vs. MSFJX (7.4B). 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). BALCX annual gain was more profitable for investors over the last year : 0.88 vs. MSFJX (-1.32). BALCX return over 5 years is better than : 28.57 vs. MSFJX (14.67).
| BALCX | MSFJX | BALCX / MSFJX | |
| Total Expense Ratio | 1.32 | 0.47 | 281% |
| Annual Report Gross Expense Ratio | 1.32 | 0.47 | 281% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | -4.013 | -1.197 | 335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 7.4B | 3,042% |
| Annual Yield % from dividends | 1.28 | 2.54 | 50% |
| Returns for 1 year | 0.88 | -1.32 | -67% |
| Returns for 3 years | 10.05 | 1.33 | 754% |
| Returns for 5 years | 28.57 | 14.67 | 195% |
| Returns for 10 years | 37.55 | 26.19 | 143% |
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