BALFX
Price
$37.17
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
MSFHX
Price
$19.97
Change
+$0.04 (+0.20%)
Updated
Jul 25 closing price
Net Assets
7.74B
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BALFX vs MSFHX

Header iconBALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHXBanner chart's image
American Funds American Balanced F1
Price$37.17
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MFS Total Return R3
Price$19.97
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. MSFHX (7.74B). MSFHX pays higher dividends than BALFX: MSFHX (2.31) vs BALFX (1.81). 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 : 10.22 vs. MSFHX (2.66). BALFX return over 5 years is better than : 39.48 vs. MSFHX (12.75).
BALFXMSFHXBALFX / MSFHX
Total Expense Ratio0.610.7285%
Annual Report Gross Expense Ratio0.610.7285%
Fund Existence24 years20 years-
Gain YTD9.0136.787133%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B7.74B3,282%
Annual Yield % from dividends1.812.3178%
Returns for 1 year10.222.66384%
Returns for 3 years34.6612.44279%
Returns for 5 years39.4812.75310%
Returns for 10 years64.9733.84192%
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