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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return R1
Price$20.10
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.67B
BALFX vs MSFFX Comparison Chart in %
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BALFX vs. MSFFX commentary
Oct 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 Buy and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. MSFFX (7.67B). BALFX pays higher dividends than MSFFX: BALFX (1.72) vs MSFFX (1.63). 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 : 8.67 vs. MSFFX (-1.54). BALFX return over 5 years is better than : 41.92 vs. MSFFX (5.88).
| 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 | 14.603 | 7.851 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.72 | 1.63 | 106% |
| Returns for 1 year | 8.67 | -1.54 | -562% |
| Returns for 3 years | 50.44 | 16.41 | 307% |
| Returns for 5 years | 41.92 | 5.88 | 712% |
| Returns for 10 years | 75.26 | 28.15 | 267% |
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