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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$37.14
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets253.84B
MFS Total Return R3
Price$19.74
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX commentary
Aug 10, 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: 254B vs. MSFHX (7.65B). MSFHX pays higher dividends than BALFX: MSFHX (2.32) vs BALFX (1.79). 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 : 10.13 vs. MSFHX (1.55). BALFX return over 5 years is better than : 36.92 vs. MSFHX (9.88).
| 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 | 8.925 | 5.772 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.65B | 3,322% |
| Annual Yield % from dividends | 1.79 | 2.32 | 77% |
| Returns for 1 year | 10.13 | 1.55 | 652% |
| Returns for 3 years | 31.69 | 9.30 | 341% |
| Returns for 5 years | 36.92 | 9.88 | 374% |
| Returns for 10 years | 64.83 | 32.49 | 200% |
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