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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$38.37
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
MFS Total Return R3
Price$20.05
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.72B
BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX commentary
Sep 26, 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 (7.72B). MSFHX pays higher dividends than BALFX: MSFHX (2.28) vs BALFX (1.77). 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 : 8.13 vs. MSFHX (0.16). BALFX return over 5 years is better than : 43.94 vs. MSFHX (13.60).
| 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 | 12.839 | 8.025 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.72B | 3,405% |
| Annual Yield % from dividends | 1.77 | 2.28 | 77% |
| Returns for 1 year | 8.13 | 0.16 | 5,131% |
| Returns for 3 years | 50.38 | 20.90 | 241% |
| Returns for 5 years | 43.94 | 13.60 | 323% |
| Returns for 10 years | 82.51 | 43.96 | 188% |
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