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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$37.57
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
MFS Total Return R3
Price$20.14
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.78B
BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX commentary
Sep 01, 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: 255B vs. MSFHX (7.78B). MSFHX pays higher dividends than BALFX: MSFHX (2.28) vs BALFX (1.77). BALFX was incepted earlier than MSFHX: BALFX (24 years) vs MSFHX (20 years). MSFHX (0.72) is less costly to investors than BALFX (0.61). MSFHX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). 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 : 7.68 vs. MSFHX (0.59). BALFX return over 5 years is better than : 36.77 vs. MSFHX (10.88).
| BALFX | MSFHX | BALFX / MSFHX | |
| Total Expense Ratio | 0.61 | 0.72 | 85% |
| Annual Report Gross Expense Ratio | 0.61 | 0.72 | 85% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 10.187 | 8.132 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 7.78B | 3,277% |
| Annual Yield % from dividends | 1.77 | 2.28 | 77% |
| Returns for 1 year | 7.68 | 0.59 | 1,309% |
| Returns for 3 years | 36.11 | 13.43 | 269% |
| Returns for 5 years | 36.77 | 10.88 | 338% |
| Returns for 10 years | 76.25 | 42.61 | 179% |
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