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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
MFS Total Return R3
Price$19.92
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.56B
BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX commentary
Nov 20, 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 Hold and MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. MSFHX (7.56B). MSFHX pays higher dividends than BALFX: MSFHX (2.37) vs BALFX (1.70). BALFX was incepted earlier than MSFHX: BALFX (25 years) vs MSFHX (21 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 : 8.95 vs. MSFHX (-1.32). BALFX return over 5 years is better than : 38.60 vs. MSFHX (6.16).
| BALFX | MSFHX | BALFX / MSFHX | |
| Total Expense Ratio | 0.61 | 0.72 | 85% |
| Annual Report Gross Expense Ratio | 0.61 | 0.72 | 85% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 14.015 | 7.817 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.70 | 2.37 | 72% |
| Returns for 1 year | 8.95 | -1.32 | -679% |
| Returns for 3 years | 40.90 | 11.35 | 361% |
| Returns for 5 years | 38.60 | 6.16 | 627% |
| Returns for 10 years | 70.89 | 35.86 | 198% |
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