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BALFX vs MSFKX
BALFX vs MSFKX Comparison
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BALFX vs MSFKX Comparison Chart in %
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BALFX vs. MSFKX commentary
Aug 03, 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 MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MSFKX (7.49B). MSFKX pays higher dividends than BALFX: MSFKX (2.45) vs BALFX (1.78). BALFX was incepted earlier than MSFKX: BALFX (25 years) vs MSFKX (14 years). BALFX (0.61) is less costly to investors than MSFKX (0.40). BALFX is a more actively managed with annual turnover of: 50.00 vs. MSFKX (41.00). MSFKX has a lower initial minimum investment than BALFX: MSFKX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. MSFKX (5.24). BALFX return over 5 years is better than : 32.23 vs. MSFKX (1.67).
| BALFX | MSFKX | BALFX / MSFKX | |
| Total Expense Ratio | 0.61 | 0.40 | 153% |
| Annual Report Gross Expense Ratio | 0.61 | 0.40 | 153% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 8.372 | 5.980 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.49B | 3,847% |
| Annual Yield % from dividends | 1.78 | 2.45 | 73% |
| Returns for 1 year | 11.29 | 5.24 | 216% |
| Returns for 3 years | 38.49 | 12.62 | 305% |
| Returns for 5 years | 32.23 | 1.67 | 1,929% |
| Returns for 10 years | 82.24 | 40.66 | 202% |
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