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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
MFS Total Return R3
Price$20.16
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 265B vs. MSFHX (7.64B). MSFHX pays higher dividends than BALFX: MSFHX (2.31) vs BALFX (1.72). 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 : 8.67 vs. MSFHX (-1.14). BALFX return over 5 years is better than : 41.92 vs. MSFHX (9.60).
| 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 | 14.603 | 8.109 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 7.64B | 3,467% |
| Annual Yield % from dividends | 1.72 | 2.31 | 74% |
| Returns for 1 year | 8.67 | -1.14 | -758% |
| Returns for 3 years | 50.44 | 18.73 | 269% |
| Returns for 5 years | 41.92 | 9.60 | 437% |
| Returns for 10 years | 75.26 | 37.74 | 199% |
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