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BALFX vs MSFKX
BALFX vs MSFKX Comparison
Open Charts BALFX vs MSFKX
BALFX vs MSFKX Comparison Chart in %
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BALFX vs. MSFKX 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 Buy and MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. MSFKX (7.34B). MSFKX pays higher dividends than BALFX: MSFKX (2.62) vs BALFX (1.76). BALFX was incepted earlier than MSFKX: BALFX (26 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 : 6.65 vs. MSFKX (1.93). BALFX return over 5 years is better than : 31.40 vs. MSFKX (1.32).
| BALFX | MSFKX | BALFX / MSFKX | |
| Total Expense Ratio | 0.61 | 0.40 | 153% |
| Annual Report Gross Expense Ratio | 0.61 | 0.40 | 153% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 8.480 | 6.184 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.76 | 2.62 | 67% |
| Returns for 1 year | 6.65 | 1.93 | 344% |
| Returns for 3 years | 41.33 | 15.54 | 266% |
| Returns for 5 years | 31.40 | 1.32 | 2,371% |
| Returns for 10 years | 83.89 | 41.83 | 201% |
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