BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
MSFRX
Price
$19.84
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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BALCX vs MSFRX

Header iconBALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MFS Total Return A
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
BALCX vs MSFRX Comparison Chart in %
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BALCX vs. MSFRX 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 MSFRX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. MSFRX (7.74B). MSFRX pays higher dividends than BALCX: MSFRX (2.31) vs BALCX (1.19). BALCX was incepted earlier than MSFRX: BALCX (24 years) vs MSFRX (55 years). BALCX (1.31) is less costly to investors than MSFRX (0.72). MSFRX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than MSFRX: BALCX (250) vs MSFRX (1000). BALCX annual gain was more profitable for investors over the last year : 7.03 vs. MSFRX (3.72). BALCX return over 5 years is better than : 37.14 vs. MSFRX (7.76).
BALCXMSFRXBALCX / MSFRX
Total Expense Ratio1.310.72182%
Annual Report Gross Expense Ratio1.310.72182%
Fund Existence24 years55 years-
Gain YTD7.6846.206124%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.192.3151%
Returns for 1 year7.033.72189%
Returns for 3 years32.5113.45242%
Returns for 5 years37.147.76479%
Returns for 10 years58.1633.63173%
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