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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$34.60
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets238.54B
MFS Total Return R4
Price$19.11
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets7.61B
BALCX vs MSFJX Comparison Chart
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BALCX vs. MSFJX commentary
May 15, 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: 239B vs. MSFJX (7.61B). MSFJX pays higher dividends than BALCX: MSFJX (2.61) vs BALCX (1.29). 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 : 5.32 vs. MSFJX (0.28). BALCX return over 5 years is better than : 36.87 vs. MSFJX (19.40).
| 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 | 1.986 | 2.385 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 7.61B | 3,142% |
| Annual Yield % from dividends | 1.29 | 2.61 | 49% |
| Returns for 1 year | 5.32 | 0.28 | 1,904% |
| Returns for 3 years | 20.51 | 7.53 | 272% |
| Returns for 5 years | 36.87 | 19.40 | 190% |
| Returns for 10 years | 46.27 | 30.39 | 152% |
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