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BALCX vs MSFFX
BALCX vs MSFFX Comparison
Open Charts BALCX vs MSFFX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
MFS Total Return R1
Price$20.10
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
BALCX vs MSFFX Comparison Chart in %
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BALCX vs. MSFFX commentary
Nov 14, 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: 269B vs. MSFFX (7.68B). MSFFX pays higher dividends than BALCX: MSFFX (1.68) vs BALCX (1.10). 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 : 7.94 vs. MSFFX (-1.88). BALCX return over 5 years is better than : 35.35 vs. MSFFX (3.02).
| 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 | 14.101 | 8.032 | 176% |
| 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 | 1.10 | 1.68 | 66% |
| Returns for 1 year | 7.94 | -1.88 | -421% |
| Returns for 3 years | 39.68 | 10.62 | 374% |
| Returns for 5 years | 35.35 | 3.02 | 1,171% |
| Returns for 10 years | 66.50 | 28.16 | 236% |
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