Interact to see
Advertisement
Advertisement
BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$38.32
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
MFS Total Return B
Price$20.25
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.76B
BALCX vs MTRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRBX commentary
Sep 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 Hold and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. MTRBX (7.76B). MTRBX pays higher dividends than BALCX: MTRBX (1.54) vs BALCX (1.16). 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 : 9.30 vs. MTRBX (-0.39). BALCX return over 5 years is better than : 39.22 vs. MTRBX (8.22).
| 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 | 12.837 | 7.642 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.76B | 3,389% |
| Annual Yield % from dividends | 1.16 | 1.54 | 76% |
| Returns for 1 year | 9.30 | -0.39 | -2,378% |
| Returns for 3 years | 40.24 | 12.55 | 321% |
| Returns for 5 years | 39.22 | 8.22 | 477% |
| Returns for 10 years | 71.25 | 30.84 | 231% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers