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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
MFS Total Return R3
Price$19.79
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets7.74B
BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX commentary
Feb 05, 2026
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 Hold and MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. MSFHX (7.74B). MSFHX pays higher dividends than BALFX: MSFHX (2.38) vs BALFX (1.86). BALFX was incepted earlier than MSFHX: BALFX (25 years) vs MSFHX (21 years). MSFHX (0.72) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. MSFHX (41.00). 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 : 11.33 vs. MSFHX (5.26). BALFX return over 5 years is better than : 35.49 vs. MSFHX (5.85).
| BALFX | MSFHX | BALFX / MSFHX | |
| Total Expense Ratio | 0.61 | 0.72 | 85% |
| Annual Report Gross Expense Ratio | 0.61 | 0.72 | 85% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 2.457 | 2.906 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 1.86 | 2.38 | 78% |
| Returns for 1 year | 11.33 | 5.26 | 215% |
| Returns for 3 years | 36.69 | 10.74 | 342% |
| Returns for 5 years | 35.49 | 5.85 | 607% |
| Returns for 10 years | 87.98 | 46.36 | 190% |
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