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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return R1
Price$20.10
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
BALFX vs MSFFX Comparison Chart in %
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BALFX vs. MSFFX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MSFFX (7.68B). BALFX (1.70) and MSFFX (1.68) 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 : 8.72 vs. MSFFX (-1.88). BALFX return over 5 years is better than : 39.44 vs. MSFFX (3.02).
| 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 | 14.780 | 8.032 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.70 | 1.68 | 101% |
| Returns for 1 year | 8.72 | -1.88 | -463% |
| Returns for 3 years | 42.49 | 10.62 | 400% |
| Returns for 5 years | 39.44 | 3.02 | 1,307% |
| Returns for 10 years | 73.97 | 28.16 | 263% |
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