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BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
MFS Total Return A
Price$19.17
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.77B
BALCX vs MSFRX Comparison Chart
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BALCX vs. MSFRX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. MSFRX (7.77B). 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 : 11.44 vs. MSFRX (4.45). BALCX return over 5 years is better than : 25.92 vs. MSFRX (4.15).
| 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 | 1.938 | 1.375 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.77B | 3,090% |
| Annual Yield % from dividends | 1.59 | 2.32 | 69% |
| Returns for 1 year | 11.44 | 4.45 | 257% |
| Returns for 3 years | 10.59 | -3.58 | -295% |
| Returns for 5 years | 25.92 | 4.15 | 625% |
| Returns for 10 years | 49.96 | 30.16 | 166% |
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