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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Total Return R1
Price$19.43
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
BALFX vs MSFFX Comparison Chart
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BALFX vs. MSFFX commentary
Feb 23, 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 Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. MSFFX (7.85B). 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 : 9.19 vs. MSFFX (3.11). BALFX return over 5 years is better than : 29.96 vs. MSFFX (1.95).
| 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 | 2.886 | 3.054 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 2.21 | 1.62 | 136% |
| Returns for 1 year | 9.19 | 3.11 | 295% |
| Returns for 3 years | 17.52 | -0.68 | -2,586% |
| Returns for 5 years | 29.96 | 1.95 | 1,540% |
| Returns for 10 years | 52.44 | 19.51 | 269% |
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