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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
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 MSFKX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MSFKX (7.46B). MSFKX pays higher dividends than BALFX: MSFKX (2.73) vs BALFX (1.75). 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 : 12.01 vs. MSFKX (3.90). BALFX return over 5 years is better than : 32.95 vs. MSFKX (1.44).
| 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 | 8.533 | 5.031 | 170% |
| 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 | 2.73 | 64% |
| Returns for 1 year | 12.01 | 3.90 | 307% |
| Returns for 3 years | 39.55 | 13.20 | 300% |
| Returns for 5 years | 32.95 | 1.44 | 2,289% |
| Returns for 10 years | 81.34 | 39.05 | 208% |
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