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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$36.58
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
MFS Total Return B
Price$19.80
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
BALCX vs MTRBX Comparison Chart in %
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BALCX vs. MTRBX commentary
Jul 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 BALCX is a Buy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. MTRBX (7.65B). MTRBX pays higher dividends than BALCX: MTRBX (1.54) vs BALCX (1.19). BALCX was incepted earlier than MTRBX: BALCX (24 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 : 6.23 vs. MTRBX (-1.02). BALCX return over 5 years is better than : 34.75 vs. MTRBX (7.26).
| BALCX | MTRBX | BALCX / MTRBX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 7.714 | 4.852 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.65B | 3,295% |
| Annual Yield % from dividends | 1.19 | 1.54 | 77% |
| Returns for 1 year | 6.23 | -1.02 | -609% |
| Returns for 3 years | 33.48 | 11.10 | 302% |
| Returns for 5 years | 34.75 | 7.26 | 479% |
| Returns for 10 years | 55.47 | 21.50 | 258% |
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