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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$36.92
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.22B
MFS Total Return R3
Price$19.87
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets7.71B
BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX commentary
Jul 11, 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: 252B vs. MSFHX (7.71B). MSFHX pays higher dividends than BALFX: MSFHX (2.31) vs BALFX (1.81). 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 : 7.02 vs. MSFHX (2.61). BALFX return over 5 years is better than : 40.40 vs. MSFHX (14.24).
| 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 | 8.280 | 5.931 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.71B | 3,268% |
| Annual Yield % from dividends | 1.81 | 2.31 | 78% |
| Returns for 1 year | 7.02 | 2.61 | 269% |
| Returns for 3 years | 35.76 | 13.81 | 259% |
| Returns for 5 years | 40.40 | 14.24 | 284% |
| Returns for 10 years | 63.79 | 32.33 | 197% |
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