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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
MFS Total Return R1
Price$19.86
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.56B
BALFX vs MSFFX Comparison Chart in %
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BALFX vs. MSFFX commentary
Nov 20, 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 BALFX is a Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. MSFFX (7.56B). BALFX (1.70) and MSFFX (1.68) have matching dividends . BALFX was incepted earlier than MSFFX: BALFX (25 years) vs MSFFX (21 years). MSFFX (1.47) is less costly to investors than BALFX (0.61). MSFFX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MSFFX has a lower initial minimum investment than BALFX: MSFFX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 8.95 vs. MSFFX (-2.11). BALFX return over 5 years is better than : 38.60 vs. MSFFX (2.14).
| BALFX | MSFFX | BALFX / MSFFX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 14.015 | 7.065 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.70 | 1.68 | 101% |
| Returns for 1 year | 8.95 | -2.11 | -425% |
| Returns for 3 years | 40.90 | 8.78 | 466% |
| Returns for 5 years | 38.60 | 2.14 | 1,800% |
| Returns for 10 years | 70.89 | 25.89 | 274% |
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