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BALCX vs MSFRX
BALCX vs MSFRX Comparison
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BALCX vs MSFRX Comparison Chart in %
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BALCX vs. MSFRX commentary
Sep 13, 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: 285B vs. MSFRX (7.34B). MSFRX pays higher dividends than BALCX: MSFRX (2.32) vs BALCX (1.14). BALCX was incepted earlier than MSFRX: BALCX (26 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 : 5.86 vs. MSFRX (1.60). BALCX return over 5 years is better than : 27.49 vs. MSFRX (-0.27).
| BALCX | MSFRX | BALCX / MSFRX | |
| Total Expense Ratio | 1.30 | 0.72 | 181% |
| Annual Report Gross Expense Ratio | 1.30 | 0.72 | 181% |
| Fund Existence | 26 years | 56 years | - |
| Gain YTD | 7.959 | 5.957 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.14 | 2.32 | 49% |
| Returns for 1 year | 5.86 | 1.60 | 365% |
| Returns for 3 years | 38.31 | 14.43 | 265% |
| Returns for 5 years | 27.49 | -0.27 | -10,349% |
| Returns for 10 years | 75.19 | 37.37 | 201% |
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