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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
MFS Total Return B
Price$18.64
Change+$0.66 (+3.67%)
VolumeN/A
Net Assets7.42B
BALCX vs MTRBX Comparison Chart
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BALCX vs. MTRBX commentary
Apr 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 Buy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 217B vs. MTRBX (7.42B). MTRBX pays higher dividends than BALCX: MTRBX (1.52) vs BALCX (1.28). BALCX was incepted earlier than MTRBX: BALCX (24 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (53.00). 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 : -4.30 vs. MTRBX (-7.24). BALCX return over 5 years is better than : 26.21 vs. MTRBX (5.51).
| BALCX | MTRBX | BALCX / MTRBX | |
| Total Expense Ratio | 1.32 | 1.47 | 90% |
| Annual Report Gross Expense Ratio | 1.32 | 1.47 | 90% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | -7.130 | -4.942 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 7.42B | 2,926% |
| Annual Yield % from dividends | 1.28 | 1.52 | 84% |
| Returns for 1 year | -4.30 | -7.24 | 59% |
| Returns for 3 years | 3.18 | -7.61 | -42% |
| Returns for 5 years | 26.21 | 5.51 | 476% |
| Returns for 10 years | 34.21 | 10.53 | 325% |