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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$39.24
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
MFS Total Return R1
Price$20.22
Change+$0.12 (+0.60%)
VolumeN/A
Net Assets7.67B
BALFX vs MSFFX Comparison Chart in %
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BALFX vs. MSFFX commentary
Oct 21, 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 BALFX is a Buy and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. MSFFX (7.67B). BALFX pays higher dividends than MSFFX: BALFX (1.72) vs MSFFX (1.63). BALFX was incepted earlier than MSFFX: BALFX (25 years) vs MSFFX (21 years). MSFFX (1.47) is less costly to investors than BALFX (0.61). MSFFX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MSFFX has a lower initial minimum investment than BALFX: MSFFX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 9.34 vs. MSFFX (-1.10). BALFX return over 5 years is better than : 44.32 vs. MSFFX (7.42).
| BALFX | MSFFX | BALFX / MSFFX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 15.397 | 8.494 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.72 | 1.63 | 106% |
| Returns for 1 year | 9.34 | -1.10 | -851% |
| Returns for 3 years | 50.82 | 17.30 | 294% |
| Returns for 5 years | 44.32 | 7.42 | 598% |
| Returns for 10 years | 73.37 | 27.56 | 266% |
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