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BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
MFS Total Return A
Price$19.47
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets7.85B
BALCX vs MSFRX Comparison Chart
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BALCX vs. MSFRX commentary
Feb 23, 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 Hold and MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. MSFRX (7.85B). 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 : 8.38 vs. MSFRX (3.88). BALCX return over 5 years is better than : 26.14 vs. MSFRX (5.93).
| 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 | 2.790 | 3.166 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 1.59 | 2.32 | 69% |
| Returns for 1 year | 8.38 | 3.88 | 216% |
| Returns for 3 years | 15.69 | 1.61 | 975% |
| Returns for 5 years | 26.14 | 5.93 | 441% |
| Returns for 10 years | 46.66 | 28.96 | 161% |
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