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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return R4
Price$20.17
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.67B
BALCX vs MSFJX Comparison Chart in %
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BALCX vs. MSFJX commentary
Oct 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MSFJX (7.67B). MSFJX pays higher dividends than BALCX: MSFJX (2.54) vs BALCX (1.12). BALCX was incepted earlier than MSFJX: BALCX (25 years) vs MSFJX (21 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 : 7.88 vs. MSFJX (-0.55). BALCX return over 5 years is better than : 37.80 vs. MSFJX (11.36).
| BALCX | MSFJX | BALCX / MSFJX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 13.983 | 8.683 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.12 | 2.54 | 44% |
| Returns for 1 year | 7.88 | -0.55 | -1,430% |
| Returns for 3 years | 47.51 | 20.02 | 237% |
| Returns for 5 years | 37.80 | 11.36 | 333% |
| Returns for 10 years | 67.75 | 41.70 | 162% |
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