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BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
American Funds American Balanced C
Price$35.42
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
MFS Total Return A
Price$19.14
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.53B
BALCX vs MSFRX Comparison Chart
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BALCX vs. MSFRX commentary
Jun 07, 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 MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. MSFRX (7.53B). MSFRX pays higher dividends than BALCX: MSFRX (2.35) vs BALCX (1.24). BALCX was incepted earlier than MSFRX: BALCX (24 years) vs MSFRX (55 years). BALCX (1.31) is less costly to investors than MSFRX (0.72). MSFRX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than MSFRX: BALCX (250) vs MSFRX (1000). BALCX annual gain was more profitable for investors over the last year : 6.16 vs. MSFRX (-0.21). BALCX return over 5 years is better than : 30.52 vs. MSFRX (7.93).
| BALCX | MSFRX | BALCX / MSFRX | |
| Total Expense Ratio | 1.31 | 0.72 | 182% |
| Annual Report Gross Expense Ratio | 1.31 | 0.72 | 182% |
| Fund Existence | 24 years | 55 years | - |
| Gain YTD | 4.280 | 2.463 | 174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 7.53B | 3,225% |
| Annual Yield % from dividends | 1.24 | 2.35 | 53% |
| Returns for 1 year | 6.16 | -0.21 | -2,992% |
| Returns for 3 years | 20.86 | 5.10 | 409% |
| Returns for 5 years | 30.52 | 7.93 | 385% |
| Returns for 10 years | 52.67 | 29.21 | 180% |
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