Interact to see
Advertisement
Advertisement
BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$37.17
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MFS Total Return R1
Price$19.90
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
BALFX vs MSFFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MSFFX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. MSFFX (7.74B). BALFX pays higher dividends than MSFFX: BALFX (1.81) vs MSFFX (1.60). BALFX was incepted earlier than MSFFX: BALFX (24 years) vs MSFFX (20 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 : 10.22 vs. MSFFX (1.86). BALFX return over 5 years is better than : 39.48 vs. MSFFX (8.50).
| BALFX | MSFFX | BALFX / MSFFX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 9.013 | 6.306 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.81 | 1.60 | 113% |
| Returns for 1 year | 10.22 | 1.86 | 550% |
| Returns for 3 years | 34.66 | 9.85 | 352% |
| Returns for 5 years | 39.48 | 8.50 | 465% |
| Returns for 10 years | 64.97 | 24.08 | 270% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HEONX | 18.01 | 0.12 | +0.67% |
| Hartford Climate Opportunities C | |||
| HSTAX | 104.77 | 0.56 | +0.54% |
| Hartford Stock HLS IA | |||
| VALLX | 44.68 | 0.23 | +0.52% |
| Value Line Larger Companies Focused Inv | |||
| FITLX | 28.36 | 0.13 | +0.46% |
| Fidelity U.S. Sustainability Index | |||
| RICFX | 65.04 | 0.23 | +0.35% |
| American Funds Invmt Co of Amer R5 | |||