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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
MFS Total Return R1
Price$19.92
Change+$0.19 (+0.96%)
VolumeN/A
Net Assets7.74B
BALCX vs MSFFX Comparison Chart in %
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BALCX vs. MSFFX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. MSFFX (7.74B). MSFFX pays higher dividends than BALCX: MSFFX (1.70) vs BALCX (1.25). 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). BALCX is a more actively managed with annual turnover of: 44.00 vs. MSFFX (41.00). 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 : 10.51 vs. MSFFX (4.51). BALCX return over 5 years is better than : 31.49 vs. MSFFX (1.91).
| 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 | 2.396 | 2.854 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,489% |
| Annual Yield % from dividends | 1.25 | 1.70 | 74% |
| Returns for 1 year | 10.51 | 4.51 | 233% |
| Returns for 3 years | 33.72 | 8.25 | 409% |
| Returns for 5 years | 31.49 | 1.91 | 1,648% |
| Returns for 10 years | 79.52 | 35.71 | 223% |
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