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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MSFRX (7.46B). MSFRX pays higher dividends than BALCX: MSFRX (2.42) vs BALCX (1.14). 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 : 11.18 vs. MSFRX (3.57). BALCX return over 5 years is better than : 29.01 vs. MSFRX (-0.20).
| 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 | 8.148 | 4.864 | 168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.46B | 3,861% |
| Annual Yield % from dividends | 1.14 | 2.42 | 47% |
| Returns for 1 year | 11.18 | 3.57 | 313% |
| Returns for 3 years | 36.57 | 12.10 | 302% |
| Returns for 5 years | 29.01 | -0.20 | -14,833% |
| Returns for 10 years | 72.74 | 34.60 | 210% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers