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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MFS Total Return R4
Price$19.88
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
BALCX vs MSFJX Comparison Chart in %
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BALCX vs. MSFJX commentary
Jul 07, 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 MSFJX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. MSFJX (7.74B). MSFJX pays higher dividends than BALCX: MSFJX (2.54) vs BALCX (1.19). BALCX was incepted earlier than MSFJX: BALCX (24 years) vs MSFJX (20 years). BALCX (1.31) is less costly to investors than MSFJX (0.47). MSFJX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). MSFJX has a lower initial minimum investment than BALCX: MSFJX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.03 vs. MSFJX (4.02). BALCX return over 5 years is better than : 37.14 vs. MSFJX (16.51).
| BALCX | MSFJX | BALCX / MSFJX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 7.684 | 6.380 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.19 | 2.54 | 47% |
| Returns for 1 year | 7.03 | 4.02 | 175% |
| Returns for 3 years | 32.51 | 14.39 | 226% |
| Returns for 5 years | 37.14 | 16.51 | 225% |
| Returns for 10 years | 58.16 | 37.05 | 157% |
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