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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return R4
Price$20.10
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
BALCX vs MSFJX Comparison Chart in %
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BALCX vs. MSFJX commentary
Sep 08, 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: 259B vs. MSFJX (7.75B). MSFJX pays higher dividends than BALCX: MSFJX (2.51) vs BALCX (1.16). BALCX was incepted earlier than MSFJX: BALCX (25 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 : 9.12 vs. MSFJX (0.94). BALCX return over 5 years is better than : 35.50 vs. MSFJX (12.78).
| 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 | 20 years | - |
| Gain YTD | 10.835 | 8.037 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.16 | 2.51 | 46% |
| Returns for 1 year | 9.12 | 0.94 | 966% |
| Returns for 3 years | 37.20 | 15.80 | 236% |
| Returns for 5 years | 35.50 | 12.78 | 278% |
| Returns for 10 years | 67.85 | 43.45 | 156% |
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