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BALFX vs MSFFX
BALFX vs MSFFX Comparison
Open Charts BALFX vs MSFFX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
MFS Total Return R1
Price$20.04
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.75B
BALFX vs MSFFX Comparison Chart in %
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BALFX vs. MSFFX commentary
Sep 08, 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: 259B vs. MSFFX (7.75B). BALFX pays higher dividends than MSFFX: BALFX (1.77) vs MSFFX (1.60). BALFX was incepted earlier than MSFFX: BALFX (25 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 : 9.94 vs. MSFFX (-0.05). BALFX return over 5 years is better than : 39.60 vs. MSFFX (7.24).
| 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 | 20 years | - |
| Gain YTD | 11.360 | 7.357 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.77 | 1.60 | 110% |
| Returns for 1 year | 9.94 | -0.05 | -19,882% |
| Returns for 3 years | 39.77 | 12.36 | 322% |
| Returns for 5 years | 39.60 | 7.24 | 547% |
| Returns for 10 years | 75.07 | 29.72 | 253% |
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