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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
MFS Total Return R4
Price$20.17
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
BALCX vs MSFJX Comparison Chart in %
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BALCX vs. MSFJX 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 MSFJX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MSFJX (7.68B). MSFJX pays higher dividends than BALCX: MSFJX (2.61) vs BALCX (1.10). BALCX was incepted earlier than MSFJX: BALCX (25 years) vs MSFJX (21 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 : 7.94 vs. MSFJX (-0.16). BALCX return over 5 years is better than : 35.35 vs. MSFJX (9.06).
| BALCX | MSFJX | BALCX / MSFJX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 14.101 | 9.661 | 146% |
| 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 | 2.61 | 42% |
| Returns for 1 year | 7.94 | -0.16 | -4,928% |
| Returns for 3 years | 39.68 | 14.16 | 280% |
| Returns for 5 years | 35.35 | 9.06 | 390% |
| Returns for 10 years | 66.50 | 43.99 | 151% |
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