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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$38.94
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
MFS Total Return R1
Price$20.22
Change+$0.12 (+0.60%)
VolumeN/A
Net Assets7.67B
BALCX vs MSFFX Comparison Chart in %
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BALCX vs. MSFFX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MSFFX (7.67B). MSFFX pays higher dividends than BALCX: MSFFX (1.63) vs BALCX (1.12). 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 : 8.58 vs. MSFFX (-1.10). BALCX return over 5 years is better than : 40.10 vs. MSFFX (7.42).
| 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 | 14.779 | 8.494 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.12 | 1.63 | 69% |
| Returns for 1 year | 8.58 | -1.10 | -782% |
| Returns for 3 years | 47.88 | 17.30 | 277% |
| Returns for 5 years | 40.10 | 7.42 | 541% |
| Returns for 10 years | 65.94 | 27.56 | 239% |