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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
MFS Total Return R1
Price$20.26
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets7.66B
BALFX vs MSFFX Comparison Chart in %
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BALFX vs. MSFFX commentary
Dec 05, 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 StrongBuy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MSFFX (7.66B). BALFX (1.67) and MSFFX (1.67) have matching dividends . 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 : 9.75 vs. MSFFX (-1.68). BALFX return over 5 years is better than : 38.75 vs. MSFFX (1.55).
| 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 | 17.103 | 8.892 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.66B | 3,511% |
| Annual Yield % from dividends | 1.67 | 1.67 | 100% |
| Returns for 1 year | 9.75 | -1.68 | -580% |
| Returns for 3 years | 40.79 | 8.11 | 503% |
| Returns for 5 years | 38.75 | 1.55 | 2,498% |
| Returns for 10 years | 75.10 | 28.05 | 268% |
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