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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$35.19
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
MFS Total Return C
Price$19.52
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.81B
BALCX vs MTRCX Comparison Chart
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BALCX vs. MTRCX commentary
Jan 24, 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 MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. MTRCX (7.81B). MTRCX (1.59) and BALCX (1.59) have matching dividends . BALCX was incepted earlier than MTRCX: BALCX (24 years) vs MTRCX (31 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (43.00). BALCX has a lower initial minimum investment than MTRCX: BALCX (250) vs MTRCX (1000). BALCX annual gain was more profitable for investors over the last year : 11.74 vs. MTRCX (3.70). BALCX return over 5 years is better than : 28.15 vs. MTRCX (1.53).
| BALCX | MTRCX | BALCX / MTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 3.348 | 1.778 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 7.81B | 3,111% |
| Annual Yield % from dividends | 1.59 | 1.59 | 100% |
| Returns for 1 year | 11.74 | 3.70 | 318% |
| Returns for 3 years | 14.30 | -3.84 | -373% |
| Returns for 5 years | 28.15 | 1.53 | 1,843% |
| Returns for 10 years | 50.44 | 20.64 | 244% |
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