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BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
MFS Total Return A
Price$18.49
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets7.34B
BALCX vs MSFRX Comparison Chart
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BALCX vs. MSFRX commentary
Apr 18, 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: 225B vs. MSFRX (7.34B). MSFRX pays higher dividends than BALCX: MSFRX (2.31) vs BALCX (1.28). BALCX was incepted earlier than MSFRX: BALCX (24 years) vs MSFRX (55 years). BALCX (1.32) is less costly to investors than MSFRX (0.72). BALCX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (53.00). 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 : 1.81 vs. MSFRX (-0.87). BALCX return over 5 years is better than : 27.72 vs. MSFRX (11.44).
| BALCX | MSFRX | BALCX / MSFRX | |
| Total Expense Ratio | 1.32 | 0.72 | 183% |
| Annual Report Gross Expense Ratio | 1.32 | 0.72 | 183% |
| Fund Existence | 24 years | 55 years | - |
| Gain YTD | -3.896 | -2.057 | 189% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 7.34B | 3,065% |
| Annual Yield % from dividends | 1.28 | 2.31 | 56% |
| Returns for 1 year | 1.81 | -0.87 | -208% |
| Returns for 3 years | 8.04 | -1.48 | -545% |
| Returns for 5 years | 27.72 | 11.44 | 242% |
| Returns for 10 years | 38.61 | 22.30 | 173% |
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