Interact to see
Advertisement
Advertisement
BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
BALCX vs MSFRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MSFRX commentary
Aug 03, 2026
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: 288B vs. MSFRX (7.49B). MSFRX pays higher dividends than BALCX: MSFRX (2.18) vs BALCX (1.16). BALCX was incepted earlier than MSFRX: BALCX (25 years) vs MSFRX (56 years). BALCX (1.30) is less costly to investors than MSFRX (0.72). BALCX is a more actively managed with annual turnover of: 50.00 vs. MSFRX (41.00). 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 : 10.48 vs. MSFRX (4.98). BALCX return over 5 years is better than : 28.31 vs. MSFRX (0.11).
| BALCX | MSFRX | BALCX / MSFRX | |
| Total Expense Ratio | 1.30 | 0.72 | 181% |
| Annual Report Gross Expense Ratio | 1.30 | 0.72 | 181% |
| Fund Existence | 25 years | 56 years | - |
| Gain YTD | 7.959 | 5.863 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.49B | 3,847% |
| Annual Yield % from dividends | 1.16 | 2.18 | 53% |
| Returns for 1 year | 10.48 | 4.98 | 210% |
| Returns for 3 years | 35.58 | 11.62 | 306% |
| Returns for 5 years | 28.31 | 0.11 | 26,135% |
| Returns for 10 years | 73.63 | 36.26 | 203% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers