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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$38.47
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
MFS Total Return R1
Price$20.11
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.74B
BALFX vs MSFFX Comparison Chart in %
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BALFX vs. MSFFX commentary
Sep 29, 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: 263B vs. MSFFX (7.74B). BALFX pays higher dividends than MSFFX: BALFX (1.77) vs MSFFX (1.60). 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 : 8.08 vs. MSFFX (-0.72). BALFX return over 5 years is better than : 44.31 vs. MSFFX (9.65).
| 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 | 13.133 | 7.732 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.74B | 3,397% |
| Annual Yield % from dividends | 1.77 | 1.60 | 110% |
| Returns for 1 year | 8.08 | -0.72 | -1,118% |
| Returns for 3 years | 51.22 | 19.03 | 269% |
| Returns for 5 years | 44.31 | 9.65 | 459% |
| Returns for 10 years | 82.52 | 33.50 | 246% |
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