BALCX
Price
$38.67
Change
+$0.04 (+0.10%)
Updated
Oct 17 closing price
Net Assets
265.62B
MSFRX
Price
$20.14
Change
+$0.07 (+0.35%)
Updated
Oct 17 closing price
Net Assets
7.67B
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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$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return A
Price$20.14
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.67B
BALCX vs MSFRX Comparison Chart in %
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BALCX vs. MSFRX commentary
Oct 19, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MSFRX (7.67B). MSFRX pays higher dividends than BALCX: MSFRX (2.32) vs BALCX (1.12). 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 : 7.88 vs. MSFRX (-0.75). BALCX return over 5 years is better than : 37.80 vs. MSFRX (10.01).
BALCXMSFRXBALCX / MSFRX
Total Expense Ratio1.310.72182%
Annual Report Gross Expense Ratio1.310.72182%
Fund Existence25 years55 years-
Gain YTD13.9838.495165%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets266B7.67B3,468%
Annual Yield % from dividends1.122.3248%
Returns for 1 year7.88-0.75-1,049%
Returns for 3 years47.5119.17248%
Returns for 5 years37.8010.01378%
Returns for 10 years67.7538.25177%
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