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BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
MFS Total Return R3
Price$19.96
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
BALFX vs MSFHX Comparison Chart in %
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BALFX vs. MSFHX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. MSFHX (7.73B). MSFHX pays higher dividends than BALFX: MSFHX (2.32) vs BALFX (1.79). 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 : 7.95 vs. MSFHX (1.26). BALFX return over 5 years is better than : 37.91 vs. MSFHX (10.72).
| 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 | 9.747 | 6.951 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.79 | 2.32 | 77% |
| Returns for 1 year | 7.95 | 1.26 | 630% |
| Returns for 3 years | 29.46 | 7.36 | 400% |
| Returns for 5 years | 37.91 | 10.72 | 354% |
| Returns for 10 years | 66.08 | 33.90 | 195% |
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