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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MFS Total Return R3
Price$19.26
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets7.55B
BALFX vs MSFHX Comparison Chart
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BALFX vs. MSFHX commentary
Jun 16, 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 MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 244B vs. MSFHX (7.55B). MSFHX pays higher dividends than BALFX: MSFHX (2.35) vs BALFX (1.88). BALFX was incepted earlier than MSFHX: BALFX (24 years) vs MSFHX (20 years). MSFHX (0.72) is less costly to investors than BALFX (0.61). MSFHX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MSFHX has a lower initial minimum investment than BALFX: MSFHX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 5.26 vs. MSFHX (0.46). BALFX return over 5 years is better than : 38.20 vs. MSFHX (12.36).
| BALFX | MSFHX | BALFX / MSFHX | |
| Total Expense Ratio | 0.61 | 0.72 | 85% |
| Annual Report Gross Expense Ratio | 0.61 | 0.72 | 85% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 4.438 | 2.780 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.88 | 2.35 | 80% |
| Returns for 1 year | 5.26 | 0.46 | 1,139% |
| Returns for 3 years | 32.52 | 12.42 | 262% |
| Returns for 5 years | 38.20 | 12.36 | 309% |
| Returns for 10 years | 57.60 | 28.68 | 201% |
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