Interact to see
Advertisement
Advertisement
BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
BALFX vs MSFHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MSFHX commentary
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. MSFHX (7.45B). MSFHX pays higher dividends than BALFX: MSFHX (2.43) 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 : 17.70 vs. MSFHX (5.21). BALFX return over 5 years is better than : 35.27 vs. MSFHX (-1.91).
| 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 | 9.673 | 2.972 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 7.45B | 3,744% |
| Annual Yield % from dividends | 1.75 | 2.43 | 72% |
| Returns for 1 year | 17.70 | 5.21 | 340% |
| Returns for 3 years | 45.43 | 13.70 | 332% |
| Returns for 5 years | 35.27 | -1.91 | -1,849% |
| Returns for 10 years | 85.79 | 35.11 | 244% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement