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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$33.24
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
MFS Total Return R3
Price$18.67
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets7.4B
BALFX vs MSFHX Comparison Chart
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BALFX vs. MSFHX commentary
Apr 24, 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 MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 225B vs. MSFHX (7.4B). MSFHX pays higher dividends than BALFX: MSFHX (2.30) vs BALFX (1.95). BALFX was incepted earlier than MSFHX: BALFX (24 years) vs MSFHX (20 years). MSFHX (0.72) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (53.00). MSFHX has a lower initial minimum investment than BALFX: MSFHX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 1.62 vs. MSFHX (-1.56). BALFX return over 5 years is better than : 32.51 vs. MSFHX (13.19).
| BALFX | MSFHX | BALFX / MSFHX | |
| Total Expense Ratio | 0.62 | 0.72 | 86% |
| Annual Report Gross Expense Ratio | 0.62 | 0.72 | 86% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | -3.792 | -1.258 | 301% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 7.4B | 3,042% |
| Annual Yield % from dividends | 1.95 | 2.30 | 85% |
| Returns for 1 year | 1.62 | -1.56 | -104% |
| Returns for 3 years | 11.97 | 0.58 | 2,071% |
| Returns for 5 years | 32.51 | 13.19 | 246% |
| Returns for 10 years | 43.23 | 23.08 | 187% |
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