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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
MFS Total Return R1
Price$19.90
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.74B
BALFX vs MSFFX Comparison Chart in %
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BALFX vs. MSFFX commentary
Aug 16, 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: 256B vs. MSFFX (7.74B). BALFX pays higher dividends than MSFFX: BALFX (1.79) vs MSFFX (1.62). BALFX was incepted earlier than MSFFX: BALFX (24 years) vs MSFFX (20 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 : 7.95 vs. MSFFX (0.67). BALFX return over 5 years is better than : 37.91 vs. MSFFX (6.80).
| BALFX | MSFFX | BALFX / MSFFX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 9.747 | 6.669 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.74B | 3,307% |
| Annual Yield % from dividends | 1.79 | 1.62 | 111% |
| Returns for 1 year | 7.95 | 0.67 | 1,194% |
| Returns for 3 years | 29.46 | 5.13 | 574% |
| Returns for 5 years | 37.91 | 6.80 | 557% |
| Returns for 10 years | 66.08 | 24.37 | 271% |
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