Interact to see
Advertisement
Advertisement
BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$37.32
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
MFS Total Return R1
Price$19.34
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.68B
BALCX vs MSFFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MSFFX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MSFFX (7.68B). 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 : 8.54 vs. MSFFX (3.38). BALCX return over 5 years is better than : 30.78 vs. MSFFX (1.92).
| 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 | 10.004 | 3.947 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.08 | 1.67 | 65% |
| Returns for 1 year | 8.54 | 3.38 | 253% |
| Returns for 3 years | 34.84 | 9.83 | 355% |
| Returns for 5 years | 30.78 | 1.92 | 1,605% |
| Returns for 10 years | 66.04 | 27.31 | 242% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers