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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$36.31
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
MFS Total Return B
Price$20.97
Change+$0.02 (+0.10%)
VolumeN/A
CapitalizationN/A
BALCX vs MTRBX Comparison Chart
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BALCX vs. MTRBX commentary
Nov 14, 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 StrongBuy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. MTRBX (8.1B). 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 : 23.86 vs. MTRBX (15.59). BALCX return over 5 years is better than : 33.79 vs. MTRBX (12.30).
| 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 | 15.029 | 10.565 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 8.1B | 2,963% |
| Annual Yield % from dividends | 1.59 | 1.60 | 99% |
| Returns for 1 year | 23.86 | 15.59 | 153% |
| Returns for 3 years | 10.30 | -5.32 | -194% |
| Returns for 5 years | 33.79 | 12.30 | 275% |
| Returns for 10 years | 47.46 | 28.57 | 166% |