Interact to see
Advertisement
Advertisement
BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
American Funds American Balanced C
Price$36.12
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets247.64B
MFS Total Return A
Price$19.56
Change+$0.12 (+0.62%)
VolumeN/A
Net Assets7.61B
BALCX vs MSFRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MSFRX commentary
Jun 27, 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: 248B vs. MSFRX (7.61B). 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 : 6.55 vs. MSFRX (1.77). BALCX return over 5 years is better than : 38.33 vs. MSFRX (14.65).
| 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 | 6.359 | 3.852 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 7.61B | 3,259% |
| Annual Yield % from dividends | 1.24 | 2.35 | 53% |
| Returns for 1 year | 6.55 | 1.77 | 371% |
| Returns for 3 years | 30.15 | 10.83 | 278% |
| Returns for 5 years | 38.33 | 14.65 | 262% |
| Returns for 10 years | 56.79 | 31.25 | 182% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement