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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return R1
Price$20.04
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.75B
BALCX vs MSFFX Comparison Chart in %
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BALCX vs. MSFFX commentary
Sep 08, 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 Buy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. MSFFX (7.75B). MSFFX pays higher dividends than BALCX: MSFFX (1.60) vs BALCX (1.16). BALCX was incepted earlier than MSFFX: BALCX (25 years) vs MSFFX (20 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 : 9.12 vs. MSFFX (-0.05). BALCX return over 5 years is better than : 35.50 vs. MSFFX (7.24).
| 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 | 20 years | - |
| Gain YTD | 10.835 | 7.357 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.16 | 1.60 | 73% |
| Returns for 1 year | 9.12 | -0.05 | -18,256% |
| Returns for 3 years | 37.20 | 12.36 | 301% |
| Returns for 5 years | 35.50 | 7.24 | 491% |
| Returns for 10 years | 67.85 | 29.72 | 228% |