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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$36.84
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets252.03B
MFS Total Return R1
Price$19.71
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.69B
BALFX vs MSFFX Comparison Chart in %
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BALFX vs. MSFFX commentary
Jul 16, 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: 252B vs. MSFFX (7.69B). BALFX pays higher dividends than MSFFX: BALFX (1.81) vs MSFFX (1.60). 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 : 6.48 vs. MSFFX (0.33). BALFX return over 5 years is better than : 38.87 vs. MSFFX (7.74).
| 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 | 8.046 | 5.238 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.69B | 3,278% |
| Annual Yield % from dividends | 1.81 | 1.60 | 113% |
| Returns for 1 year | 6.48 | 0.33 | 1,974% |
| Returns for 3 years | 35.37 | 10.90 | 324% |
| Returns for 5 years | 38.87 | 7.74 | 502% |
| Returns for 10 years | 62.07 | 21.76 | 285% |
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