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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
MFS Total Return R3
Price$20.16
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
BALCX vs MSFHX Comparison Chart in %
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BALCX vs. MSFHX 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 MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MSFHX (7.68B). MSFHX pays higher dividends than BALCX: MSFHX (2.37) vs BALCX (1.10). BALCX was incepted earlier than MSFHX: BALCX (25 years) vs MSFHX (21 years). BALCX (1.31) is less costly to investors than MSFHX (0.72). MSFHX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). MSFHX has a lower initial minimum investment than BALCX: MSFHX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.94 vs. MSFHX (-0.41). BALCX return over 5 years is better than : 35.35 vs. MSFHX (7.70).
| BALCX | MSFHX | BALCX / MSFHX | |
| Total Expense Ratio | 1.31 | 0.72 | 182% |
| Annual Report Gross Expense Ratio | 1.31 | 0.72 | 182% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 14.101 | 9.435 | 149% |
| 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 | 2.37 | 46% |
| Returns for 1 year | 7.94 | -0.41 | -1,920% |
| Returns for 3 years | 39.68 | 13.31 | 298% |
| Returns for 5 years | 35.35 | 7.70 | 459% |
| Returns for 10 years | 66.50 | 40.45 | 164% |
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