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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
MFS Total Return R1
Price$19.14
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.79B
BALFX vs MSFFX Comparison Chart
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BALFX vs. MSFFX commentary
Jan 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 BALFX is a Buy and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. MSFFX (7.79B). BALFX pays higher dividends than MSFFX: BALFX (2.21) vs MSFFX (1.62). BALFX was incepted earlier than MSFFX: BALFX (24 years) vs MSFFX (20 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (43.00). 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 : 12.25 vs. MSFFX (3.68). BALFX return over 5 years is better than : 29.72 vs. MSFFX (0.27).
| BALFX | MSFFX | BALFX / MSFFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 1.953 | 1.377 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 2.21 | 1.62 | 136% |
| Returns for 1 year | 12.25 | 3.68 | 333% |
| Returns for 3 years | 12.28 | -5.76 | -213% |
| Returns for 5 years | 29.72 | 0.27 | 10,861% |
| Returns for 10 years | 55.85 | 20.69 | 270% |