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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return R1
Price$20.73
Change-$0.06 (-0.29%)
VolumeN/A
CapitalizationN/A
BALFX vs MSFFX Comparison Chart
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BALFX vs. MSFFX commentary
Nov 18, 2024
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 StrongBuy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. MSFFX (8.05B). 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 : 20.84 vs. MSFFX (12.78). BALFX return over 5 years is better than : 34.76 vs. MSFFX (11.16).
| 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 | 13.997 | 9.971 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 2.21 | 1.62 | 136% |
| Returns for 1 year | 20.84 | 12.78 | 163% |
| Returns for 3 years | 10.40 | -5.73 | -182% |
| Returns for 5 years | 34.76 | 11.16 | 311% |
| Returns for 10 years | 50.51 | 27.43 | 184% |
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