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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$38.02
Change-$0.61 (-1.58%)
VolumeN/A
Net Assets265.52B
MFS Total Return B
Price$20.09
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets7.75B
BALCX vs MTRBX Comparison Chart in %
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BALCX vs. MTRBX commentary
Oct 11, 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 BALCX is a Hold and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MTRBX (7.75B). MTRBX pays higher dividends than BALCX: MTRBX (1.57) vs BALCX (1.12). BALCX was incepted earlier than MTRBX: BALCX (25 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than BALCX (1.31). MTRBX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than MTRBX: BALCX (250) vs MTRBX (1000). BALCX annual gain was more profitable for investors over the last year : 6.66 vs. MTRBX (0.14). BALCX return over 5 years is better than : 35.48 vs. MTRBX (6.48).
| BALCX | MTRBX | BALCX / MTRBX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 12.067 | 8.131 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.75B | 3,434% |
| Annual Yield % from dividends | 1.12 | 1.57 | 71% |
| Returns for 1 year | 6.66 | 0.14 | 4,662% |
| Returns for 3 years | 47.42 | 18.86 | 251% |
| Returns for 5 years | 35.48 | 6.48 | 548% |
| Returns for 10 years | 66.70 | 29.60 | 225% |
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