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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets238.66B
MFS Total Return B
Price$19.25
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.77B
BALCX vs MTRBX Comparison Chart
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BALCX vs. MTRBX commentary
Jan 19, 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 Buy and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 239B vs. MTRBX (7.77B). 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 : 11.44 vs. MTRBX (3.66). BALCX return over 5 years is better than : 25.92 vs. MTRBX (0.40).
| 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 | 1.938 | 1.369 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 7.77B | 3,078% |
| Annual Yield % from dividends | 1.59 | 1.60 | 99% |
| Returns for 1 year | 11.44 | 3.66 | 312% |
| Returns for 3 years | 10.59 | -5.67 | -187% |
| Returns for 5 years | 25.92 | 0.40 | 6,434% |
| Returns for 10 years | 49.96 | 20.85 | 240% |