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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
MFS Total Return C
Price$20.52
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.79B
BALCX vs MTRCX Comparison Chart in %
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BALCX vs. MTRCX commentary
Oct 09, 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: 266B vs. MTRCX (7.79B). MTRCX pays higher dividends than BALCX: MTRCX (1.58) vs BALCX (1.12). BALCX was incepted earlier than MTRCX: BALCX (25 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than BALCX (1.31). MTRCX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). 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 : 9.12 vs. MTRCX (0.99). BALCX return over 5 years is better than : 38.19 vs. MTRCX (7.26).
| BALCX | MTRCX | BALCX / MTRCX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 14.307 | 8.784 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.79B | 3,413% |
| Annual Yield % from dividends | 1.12 | 1.58 | 71% |
| Returns for 1 year | 9.12 | 0.99 | 917% |
| Returns for 3 years | 48.69 | 18.60 | 262% |
| Returns for 5 years | 38.19 | 7.26 | 526% |
| Returns for 10 years | 69.62 | 30.11 | 231% |
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