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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
MFS Total Return R1
Price$19.67
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets7.72B
BALCX vs MSFFX Comparison Chart in %
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BALCX vs. MSFFX commentary
Jan 16, 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 BALCX is a Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. MSFFX (7.72B). MSFFX pays higher dividends than BALCX: MSFFX (1.73) vs BALCX (1.28). 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 : 13.38 vs. MSFFX (6.40). BALCX return over 5 years is better than : 32.47 vs. MSFFX (1.49).
| 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 | 2.315 | 2.395 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.72B | 3,496% |
| Annual Yield % from dividends | 1.28 | 1.73 | 74% |
| Returns for 1 year | 13.38 | 6.40 | 209% |
| Returns for 3 years | 34.71 | 8.02 | 433% |
| Returns for 5 years | 32.47 | 1.49 | 2,180% |
| Returns for 10 years | 80.41 | 36.26 | 222% |
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