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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
MFS Total Return R3
Price$20.09
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX 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 MSFHX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. MSFHX (7.75B). MSFHX pays higher dividends than BALFX: MSFHX (2.28) vs BALFX (1.77). BALFX was incepted earlier than MSFHX: BALFX (25 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 : 9.94 vs. MSFHX (0.64). BALFX return over 5 years is better than : 39.60 vs. MSFHX (11.38).
| 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 | 20 years | - |
| Gain YTD | 11.360 | 7.864 | 144% |
| 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 | 2.28 | 77% |
| Returns for 1 year | 9.94 | 0.64 | 1,542% |
| Returns for 3 years | 39.77 | 14.88 | 267% |
| Returns for 5 years | 39.60 | 11.38 | 348% |
| Returns for 10 years | 75.07 | 39.92 | 188% |
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