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BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
MFS Total Return A
Price$19.96
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.55B
BALCX vs MSFRX Comparison Chart in %
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BALCX vs. MSFRX commentary
Nov 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 Hold and MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. MSFRX (7.55B). MSFRX pays higher dividends than BALCX: MSFRX (2.38) vs BALCX (1.10). BALCX was incepted earlier than MSFRX: BALCX (25 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 : 8.00 vs. MSFRX (-1.89). BALCX return over 5 years is better than : 33.87 vs. MSFRX (5.61).
| BALCX | MSFRX | BALCX / MSFRX | |
| Total Expense Ratio | 1.31 | 0.72 | 182% |
| Annual Report Gross Expense Ratio | 1.31 | 0.72 | 182% |
| Fund Existence | 25 years | 55 years | - |
| Gain YTD | 13.040 | 7.560 | 172% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 7.55B | 3,498% |
| Annual Yield % from dividends | 1.10 | 2.38 | 46% |
| Returns for 1 year | 8.00 | -1.89 | -423% |
| Returns for 3 years | 37.81 | 11.09 | 341% |
| Returns for 5 years | 33.87 | 5.61 | 604% |
| Returns for 10 years | 63.16 | 35.54 | 178% |
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