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BALFX vs MSFRX
BALFX vs MSFRX Comparison
Open Charts BALFX vs MSFRX
BALFX vs MSFRX Comparison Chart in %
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BALFX vs. MSFRX commentary
Aug 23, 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 MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. MSFRX (7.57B). MSFRX pays higher dividends than BALFX: MSFRX (2.36) 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 : 12.57 vs. MSFRX (5.86). BALFX return over 5 years is better than : 33.93 vs. MSFRX (2.02).
| 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 | 10.064 | 8.705 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 7.57B | 3,740% |
| Annual Yield % from dividends | 1.78 | 2.36 | 75% |
| Returns for 1 year | 12.57 | 5.86 | 215% |
| Returns for 3 years | 44.90 | 18.78 | 239% |
| Returns for 5 years | 33.93 | 2.02 | 1,679% |
| Returns for 10 years | 82.80 | 38.39 | 216% |
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