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BALFX vs MSFHX
BALFX vs MSFHX Comparison
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BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX commentary
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MSFHX (7.46B). MSFHX pays higher dividends than BALFX: MSFHX (2.42) vs BALFX (1.75). 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 : 12.01 vs. MSFHX (3.61). BALFX return over 5 years is better than : 32.95 vs. MSFHX (-0.16).
| 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 | 8.533 | 4.855 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.46B | 3,861% |
| Annual Yield % from dividends | 1.75 | 2.42 | 73% |
| Returns for 1 year | 12.01 | 3.61 | 332% |
| Returns for 3 years | 39.55 | 12.14 | 326% |
| Returns for 5 years | 32.95 | -0.16 | -20,846% |
| Returns for 10 years | 81.34 | 34.64 | 235% |
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