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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
Aug 13, 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 Buy and MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MSFHX (7.56B). MSFHX pays higher dividends than BALFX: MSFHX (2.36) vs BALFX (1.78). 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). 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 : 12.69 vs. MSFHX (6.67). BALFX return over 5 years is better than : 33.54 vs. MSFHX (1.10).
| 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 | 10.144 | 8.058 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.56B | 3,812% |
| Annual Yield % from dividends | 1.78 | 2.36 | 76% |
| Returns for 1 year | 12.69 | 6.67 | 190% |
| Returns for 3 years | 42.87 | 15.59 | 275% |
| Returns for 5 years | 33.54 | 1.10 | 3,040% |
| Returns for 10 years | 83.23 | 37.77 | 220% |
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