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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
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.
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).
| 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 | 9.013 | 6.787 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.81 | 2.31 | 78% |
| Returns for 1 year | 10.22 | 2.66 | 384% |
| Returns for 3 years | 34.66 | 12.44 | 279% |
| Returns for 5 years | 39.48 | 12.75 | 310% |
| Returns for 10 years | 64.97 | 33.84 | 192% |
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