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BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return A
Price$20.77
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
BALCX vs MSFRX Comparison Chart
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BALCX vs. MSFRX commentary
Nov 18, 2024
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 StrongBuy and MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. MSFRX (8.05B). MSFRX pays higher dividends than BALCX: MSFRX (2.32) vs BALCX (1.59). BALCX was incepted earlier than MSFRX: BALCX (24 years) vs MSFRX (54 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (43.00). 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 : 20.01 vs. MSFRX (13.66). BALCX return over 5 years is better than : 30.97 vs. MSFRX (15.49).
| BALCX | MSFRX | BALCX / MSFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 54 years | - |
| Gain YTD | 13.321 | 10.749 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 1.59 | 2.32 | 69% |
| Returns for 1 year | 20.01 | 13.66 | 146% |
| Returns for 3 years | 8.73 | -3.54 | -246% |
| Returns for 5 years | 30.97 | 15.49 | 200% |
| Returns for 10 years | 44.77 | 37.49 | 119% |
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