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BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
MFS Total Return A
Price$19.93
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.73B
BALCX vs MSFRX Comparison Chart in %
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BALCX vs. MSFRX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. MSFRX (7.73B). MSFRX pays higher dividends than BALCX: MSFRX (2.33) vs BALCX (1.18). 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 : 7.16 vs. MSFRX (1.21). BALCX return over 5 years is better than : 33.87 vs. MSFRX (10.68).
| BALCX | MSFRX | BALCX / MSFRX | |
| Total Expense Ratio | 1.31 | 0.72 | 182% |
| Annual Report Gross Expense Ratio | 1.31 | 0.72 | 182% |
| Fund Existence | 24 years | 55 years | - |
| Gain YTD | 9.274 | 6.905 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.18 | 2.33 | 51% |
| Returns for 1 year | 7.16 | 1.21 | 590% |
| Returns for 3 years | 27.12 | 7.32 | 370% |
| Returns for 5 years | 33.87 | 10.68 | 317% |
| Returns for 10 years | 59.19 | 33.85 | 175% |
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