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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
MFS Total Return R1
Price$20.26
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets7.66B
BALCX vs MSFFX Comparison Chart in %
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BALCX vs. MSFFX commentary
Dec 05, 2025
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 BALCX is a StrongBuy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MSFFX (7.66B). MSFFX pays higher dividends than BALCX: MSFFX (1.67) vs BALCX (1.08). BALCX was incepted earlier than MSFFX: BALCX (25 years) vs MSFFX (21 years). MSFFX (1.47) is less costly to investors than BALCX (1.31). MSFFX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). MSFFX has a lower initial minimum investment than BALCX: MSFFX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 8.95 vs. MSFFX (-1.68). BALCX return over 5 years is better than : 34.67 vs. MSFFX (1.55).
| BALCX | MSFFX | BALCX / MSFFX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 16.341 | 8.892 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.66B | 3,511% |
| Annual Yield % from dividends | 1.08 | 1.67 | 65% |
| Returns for 1 year | 8.95 | -1.68 | -532% |
| Returns for 3 years | 37.95 | 8.11 | 468% |
| Returns for 5 years | 34.67 | 1.55 | 2,235% |
| Returns for 10 years | 67.52 | 28.05 | 241% |
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