Interact to see
Advertisement
Advertisement
BALFX vs MSFHX
BALFX vs MSFHX Comparison
Open Charts BALFX vs MSFHX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return R3
Price$20.16
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
BALFX vs MSFHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MSFHX commentary
Nov 14, 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: 269B vs. MSFHX (7.68B). MSFHX pays higher dividends than BALFX: MSFHX (2.37) vs BALFX (1.70). 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). 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 (-0.41). BALFX return over 5 years is better than : 41.19 vs. MSFHX (7.70).
| 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 | 16.221 | 9.435 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.70 | 2.37 | 72% |
| Returns for 1 year | 9.94 | -0.41 | -2,404% |
| Returns for 3 years | 43.43 | 13.31 | 326% |
| Returns for 5 years | 41.19 | 7.70 | 535% |
| Returns for 10 years | 77.81 | 40.45 | 192% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement