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BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return A
Price$20.10
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
BALCX vs MSFRX Comparison Chart in %
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BALCX vs. MSFRX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. MSFRX (7.75B). MSFRX pays higher dividends than BALCX: MSFRX (2.29) vs BALCX (1.16). BALCX was incepted earlier than MSFRX: BALCX (25 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 : 10.89 vs. MSFRX (1.49). BALCX return over 5 years is better than : 36.42 vs. MSFRX (11.91).
| BALCX | MSFRX | BALCX / MSFRX | |
| Total Expense Ratio | 1.31 | 0.72 | 182% |
| Annual Report Gross Expense Ratio | 1.31 | 0.72 | 182% |
| Fund Existence | 25 years | 55 years | - |
| Gain YTD | 11.277 | 8.034 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.16 | 2.29 | 51% |
| Returns for 1 year | 10.89 | 1.49 | 730% |
| Returns for 3 years | 34.57 | 12.44 | 278% |
| Returns for 5 years | 36.42 | 11.91 | 306% |
| Returns for 10 years | 69.02 | 40.64 | 170% |
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