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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MFS Total Return R1
Price$19.21
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets7.62B
BALFX vs MSFFX Comparison Chart
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BALFX vs. MSFFX commentary
Jun 15, 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: 244B vs. MSFFX (7.62B). BALFX pays higher dividends than MSFFX: BALFX (1.88) vs MSFFX (1.63). 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 : 5.26 vs. MSFFX (-0.28). BALFX return over 5 years is better than : 38.20 vs. MSFFX (8.17).
| 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 | 4.438 | 2.474 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.62B | 3,202% |
| Annual Yield % from dividends | 1.88 | 1.63 | 116% |
| Returns for 1 year | 5.26 | -0.28 | -1,871% |
| Returns for 3 years | 32.52 | 9.93 | 327% |
| Returns for 5 years | 38.20 | 8.17 | 467% |
| Returns for 10 years | 57.60 | 19.33 | 298% |
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