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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX commentary
Sep 12, 2026
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: 285B vs. MSFHX (7.36B). MSFHX pays higher dividends than BALFX: MSFHX (2.32) vs BALFX (1.76). BALFX was incepted earlier than MSFHX: BALFX (26 years) vs MSFHX (21 years). MSFHX (0.72) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. MSFHX (41.00). 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 : 7.70 vs. MSFHX (2.86). BALFX return over 5 years is better than : 32.05 vs. MSFHX (0.02).
| BALFX | MSFHX | BALFX / MSFHX | |
| Total Expense Ratio | 0.61 | 0.72 | 85% |
| Annual Report Gross Expense Ratio | 0.61 | 0.72 | 85% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 9.017 | 6.210 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.36B | 3,873% |
| Annual Yield % from dividends | 1.76 | 2.32 | 76% |
| Returns for 1 year | 7.70 | 2.86 | 269% |
| Returns for 3 years | 41.84 | 14.62 | 286% |
| Returns for 5 years | 32.05 | 0.02 | 164,992% |
| Returns for 10 years | 82.95 | 36.23 | 229% |
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