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BALFX vs MSFRX
BALFX vs MSFRX Comparison
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BALFX vs MSFRX Comparison Chart in %
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BALFX vs. MSFRX 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 MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MSFRX (7.49B). MSFRX pays higher dividends than BALFX: MSFRX (2.18) vs BALFX (1.78). BALFX was incepted earlier than MSFRX: BALFX (25 years) vs MSFRX (56 years). MSFRX (0.72) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. MSFRX (41.00). BALFX has a lower initial minimum investment than MSFRX: BALFX (250) vs MSFRX (1000). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. MSFRX (4.98). BALFX return over 5 years is better than : 32.23 vs. MSFRX (0.11).
| BALFX | MSFRX | BALFX / MSFRX | |
| Total Expense Ratio | 0.61 | 0.72 | 85% |
| Annual Report Gross Expense Ratio | 0.61 | 0.72 | 85% |
| Fund Existence | 25 years | 56 years | - |
| Gain YTD | 8.372 | 5.863 | 143% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.49B | 3,847% |
| Annual Yield % from dividends | 1.78 | 2.18 | 82% |
| Returns for 1 year | 11.29 | 4.98 | 227% |
| Returns for 3 years | 38.49 | 11.62 | 331% |
| Returns for 5 years | 32.23 | 0.11 | 29,753% |
| Returns for 10 years | 82.24 | 36.26 | 227% |
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