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BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
MFS Total Return A
Price$20.14
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets7.68B
BALCX vs MSFRX Comparison Chart in %
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BALCX vs. MSFRX 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 MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MSFRX (7.68B). MSFRX pays higher dividends than BALCX: MSFRX (2.38) vs BALCX (1.10). 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 : 7.94 vs. MSFRX (-0.41). BALCX return over 5 years is better than : 35.35 vs. MSFRX (7.67).
| 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 | 14.101 | 9.396 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.10 | 2.38 | 46% |
| Returns for 1 year | 7.94 | -0.41 | -1,932% |
| Returns for 3 years | 39.68 | 13.28 | 299% |
| Returns for 5 years | 35.35 | 7.67 | 461% |
| Returns for 10 years | 66.50 | 40.41 | 165% |
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