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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
MFS Total Return R1
Price$20.03
Change-$0.32 (-1.57%)
VolumeN/A
CapitalizationN/A
BALFX vs MSFFX Comparison Chart
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BALFX vs. MSFFX commentary
Dec 19, 2024
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: 241B vs. MSFFX (7.88B). 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 : 12.54 vs. MSFFX (5.29). BALFX return over 5 years is better than : 32.57 vs. MSFFX (8.67).
| 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 | 11.522 | 8.125 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 2.21 | 1.62 | 136% |
| Returns for 1 year | 12.54 | 5.29 | 237% |
| Returns for 3 years | 11.70 | 0.38 | 3,055% |
| Returns for 5 years | 32.57 | 8.67 | 376% |
| Returns for 10 years | 46.34 | 23.99 | 193% |
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