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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
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.
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).
| 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 | 6.359 | 3.952 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 7.61B | 3,259% |
| Annual Yield % from dividends | 1.24 | 2.58 | 48% |
| Returns for 1 year | 6.55 | 2.01 | 325% |
| Returns for 3 years | 30.15 | 11.64 | 259% |
| Returns for 5 years | 38.33 | 16.12 | 238% |
| Returns for 10 years | 56.79 | 34.54 | 164% |
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