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BALCX vs MSFRX
BALCX vs MSFRX Comparison
Open Charts BALCX vs MSFRX
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.
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).
| 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 | 7.684 | 6.206 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.19 | 2.31 | 51% |
| Returns for 1 year | 7.03 | 3.72 | 189% |
| Returns for 3 years | 32.51 | 13.45 | 242% |
| Returns for 5 years | 37.14 | 7.76 | 479% |
| Returns for 10 years | 58.16 | 33.63 | 173% |
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