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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
MFS Total Return R1
Price$18.93
Change-$0.39 (-2.02%)
VolumeN/A
Net Assets7.75B
BALFX vs MSFFX Comparison Chart
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BALFX vs. MSFFX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. MSFFX (7.75B). BALFX pays higher dividends than MSFFX: BALFX (1.95) vs MSFFX (1.58). BALFX was incepted earlier than MSFFX: BALFX (24 years) vs MSFFX (20 years). MSFFX (1.47) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (53.00). 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 : 1.33 vs. MSFFX (0.04). BALFX return over 5 years is better than : 45.99 vs. MSFFX (23.15).
| BALFX | MSFFX | BALFX / MSFFX | |
| Total Expense Ratio | 0.62 | 1.47 | 42% |
| Annual Report Gross Expense Ratio | 0.62 | 1.47 | 42% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | -2.155 | 2.758 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.75B | 3,033% |
| Annual Yield % from dividends | 1.95 | 1.58 | 123% |
| Returns for 1 year | 1.33 | 0.04 | 3,216% |
| Returns for 3 years | 9.14 | -1.09 | -837% |
| Returns for 5 years | 45.99 | 23.15 | 199% |
| Returns for 10 years | 47.77 | 19.77 | 242% |
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