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BALCX vs MSFHX
BALCX vs MSFHX Comparison
Open Charts BALCX vs MSFHX
American Funds American Balanced C
Price$37.32
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
MFS Total Return R3
Price$19.41
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets7.68B
BALCX vs MSFHX Comparison Chart in %
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BALCX vs. MSFHX 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 MSFHX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MSFHX (7.68B). MSFHX pays higher dividends than BALCX: MSFHX (2.34) vs BALCX (1.08). 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 : 8.54 vs. MSFHX (4.13). BALCX return over 5 years is better than : 30.78 vs. MSFHX (5.82).
| 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 | 10.004 | 4.689 | 213% |
| 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 | 2.34 | 46% |
| Returns for 1 year | 8.54 | 4.13 | 207% |
| Returns for 3 years | 34.84 | 12.35 | 282% |
| Returns for 5 years | 30.78 | 5.82 | 529% |
| Returns for 10 years | 66.04 | 37.30 | 177% |
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