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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$34.84
Change-$0.40 (-1.14%)
VolumeN/A
Net Assets240.4B
MFS Total Return R1
Price$19.03
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets7.64B
BALFX vs MSFFX Comparison Chart
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BALFX vs. MSFFX commentary
May 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 Buy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. MSFFX (7.64B). BALFX pays higher dividends than MSFFX: BALFX (1.95) vs MSFFX (1.63). 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 : 4.27 vs. MSFFX (-1.10). BALFX return over 5 years is better than : 37.79 vs. MSFFX (11.52).
| 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 | 1.881 | 2.644 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.64B | 3,142% |
| Annual Yield % from dividends | 1.95 | 1.63 | 120% |
| Returns for 1 year | 4.27 | -1.10 | -388% |
| Returns for 3 years | 23.37 | 5.84 | 400% |
| Returns for 5 years | 37.79 | 11.52 | 328% |
| Returns for 10 years | 52.03 | 18.61 | 280% |