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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
MFS Total Return R4
Price$20.19
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.74B
BALCX vs MSFJX Comparison Chart in %
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BALCX vs. MSFJX commentary
Sep 30, 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 Hold and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. MSFJX (7.74B). MSFJX pays higher dividends than BALCX: MSFJX (2.51) vs BALCX (1.16). 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 : 7.28 vs. MSFJX (0.32). BALCX return over 5 years is better than : 40.11 vs. MSFJX (15.37).
| 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 | 12.568 | 8.521 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.74B | 3,397% |
| Annual Yield % from dividends | 1.16 | 2.51 | 46% |
| Returns for 1 year | 7.28 | 0.32 | 2,293% |
| Returns for 3 years | 48.24 | 22.78 | 212% |
| Returns for 5 years | 40.11 | 15.37 | 261% |
| Returns for 10 years | 74.67 | 47.68 | 157% |
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