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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
BALCX vs MSFJX Comparison Chart in %
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BALCX vs. MSFJX commentary
Sep 13, 2026
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: 285B vs. MSFJX (7.34B). MSFJX pays higher dividends than BALCX: MSFJX (2.55) vs BALCX (1.14). BALCX was incepted earlier than MSFJX: BALCX (26 years) vs MSFJX (21 years). BALCX (1.30) is less costly to investors than MSFJX (0.47). BALCX is a more actively managed with annual turnover of: 50.00 vs. MSFJX (41.00). 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 : 5.86 vs. MSFJX (1.80). BALCX return over 5 years is better than : 27.49 vs. MSFJX (0.98).
| BALCX | MSFJX | BALCX / MSFJX | |
| Total Expense Ratio | 1.30 | 0.47 | 277% |
| Annual Report Gross Expense Ratio | 1.30 | 0.47 | 277% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 7.959 | 6.066 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.14 | 2.55 | 45% |
| Returns for 1 year | 5.86 | 1.80 | 325% |
| Returns for 3 years | 38.31 | 15.25 | 251% |
| Returns for 5 years | 27.49 | 0.98 | 2,810% |
| Returns for 10 years | 75.19 | 40.80 | 184% |
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