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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return R3
Price$20.09
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
BALCX vs MSFHX Comparison Chart in %
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BALCX vs. MSFHX commentary
Sep 08, 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: 259B vs. MSFHX (7.75B). MSFHX pays higher dividends than BALCX: MSFHX (2.28) vs BALCX (1.16). BALCX was incepted earlier than MSFHX: BALCX (25 years) vs MSFHX (20 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 : 9.12 vs. MSFHX (0.64). BALCX return over 5 years is better than : 35.50 vs. MSFHX (11.38).
| 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 | 20 years | - |
| Gain YTD | 10.835 | 7.864 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.16 | 2.28 | 51% |
| Returns for 1 year | 9.12 | 0.64 | 1,416% |
| Returns for 3 years | 37.20 | 14.88 | 250% |
| Returns for 5 years | 35.50 | 11.38 | 312% |
| Returns for 10 years | 67.85 | 39.92 | 170% |
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