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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
MFS Total Return R1
Price$19.34
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.68B
BALFX vs MSFFX Comparison Chart in %
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BALFX vs. MSFFX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MSFFX (7.68B). 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 : 9.14 vs. MSFFX (3.38). BALFX return over 5 years is better than : 34.52 vs. MSFFX (1.92).
| 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 | 10.604 | 3.947 | 269% |
| 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 | 1.67 | 1.67 | 100% |
| Returns for 1 year | 9.14 | 3.38 | 271% |
| Returns for 3 years | 37.54 | 9.83 | 382% |
| Returns for 5 years | 34.52 | 1.92 | 1,800% |
| Returns for 10 years | 73.52 | 27.31 | 269% |
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