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BALCX vs MSFJX
BALCX vs MSFJX Comparison
Open Charts BALCX vs MSFJX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
MFS Total Return R4
Price$19.99
Change+$0.19 (+0.96%)
VolumeN/A
Net Assets7.74B
BALCX vs MSFJX Comparison Chart in %
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BALCX vs. MSFJX commentary
Feb 05, 2026
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 Hold and MSFJX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. MSFJX (7.74B). MSFJX pays higher dividends than BALCX: MSFJX (2.62) vs BALCX (1.25). 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). BALCX is a more actively managed with annual turnover of: 44.00 vs. MSFJX (41.00). 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 : 9.86 vs. MSFJX (6.30). BALCX return over 5 years is better than : 31.19 vs. MSFJX (8.08).
| 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 | 2.261 | 3.912 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,489% |
| Annual Yield % from dividends | 1.25 | 2.62 | 48% |
| Returns for 1 year | 9.86 | 6.30 | 157% |
| Returns for 3 years | 33.55 | 12.61 | 266% |
| Returns for 5 years | 31.19 | 8.08 | 386% |
| Returns for 10 years | 79.29 | 51.55 | 154% |
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