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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
MFS Total Return R3
Price$19.16
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.53B
BALFX vs MSFHX Comparison Chart
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BALFX vs. MSFHX commentary
Jun 07, 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: 243B vs. MSFHX (7.53B). MSFHX pays higher dividends than BALFX: MSFHX (2.35) vs BALFX (1.88). 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 : 7.08 vs. MSFHX (-0.21). BALFX return over 5 years is better than : 34.60 vs. MSFHX (7.91).
| 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 | 4.688 | 2.460 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 7.53B | 3,225% |
| Annual Yield % from dividends | 1.88 | 2.35 | 80% |
| Returns for 1 year | 7.08 | -0.21 | -3,415% |
| Returns for 3 years | 22.12 | 5.09 | 434% |
| Returns for 5 years | 34.60 | 7.91 | 437% |
| Returns for 10 years | 59.06 | 29.19 | 202% |
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