Ad is loading...
BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$34.80
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
MFS Total Return B
Price$20.46
Change-$0.08 (-0.39%)
VolumeN/A
CapitalizationN/A
BALCX vs MTRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRBX commentary
Dec 19, 2024
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: 230B vs. MTRBX (7.91B). MTRBX (1.60) and BALCX (1.59) have matching dividends . BALCX was incepted earlier than MTRBX: BALCX (24 years) vs MTRBX (31 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (43.00). 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 : 11.89 vs. MTRBX (5.32). BALCX return over 5 years is better than : 28.93 vs. MTRBX (8.72).
| BALCX | MTRBX | BALCX / MTRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 10.937 | 8.146 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 7.91B | 2,907% |
| Annual Yield % from dividends | 1.59 | 1.60 | 99% |
| Returns for 1 year | 11.89 | 5.32 | 223% |
| Returns for 3 years | 10.17 | 0.39 | 2,580% |
| Returns for 5 years | 28.93 | 8.72 | 332% |
| Returns for 10 years | 40.96 | 24.12 | 170% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PHLOX | 10.82 | 0.01 | +0.09% |
| Philotimo Focused Growth and Income | |||
| RTIUX | 11.81 | -0.05 | -0.42% |
| Russell Inv Tax-Managed Intl Eq M | |||
| MLPOX | 9.11 | -0.04 | -0.44% |
| Invesco SteelPath MLP Alpha Y | |||
| RWEBX | 65.29 | -0.51 | -0.78% |
| American Funds Washington Mutual R2E | |||
| AQGNX | 10.60 | -1.23 | -10.38% |
| AQR Global Equity N | |||