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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$34.08
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
MFS Total Return C
Price$19.19
Change+$0.15 (+0.79%)
VolumeN/A
CapitalizationN/A
BALCX vs MTRCX Comparison Chart
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BALCX vs. MTRCX commentary
Dec 23, 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 Buy and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. MTRCX (7.75B). MTRCX (1.59) and BALCX (1.59) have matching dividends . BALCX was incepted earlier than MTRCX: BALCX (24 years) vs MTRCX (30 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 : 9.35 vs. MTRCX (1.51). BALCX return over 5 years is better than : 26.04 vs. MTRCX (1.08).
| BALCX | MTRCX | BALCX / MTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 8.761 | 0.752 | 1,165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 7.75B | 3,045% |
| Annual Yield % from dividends | 1.59 | 1.59 | 100% |
| Returns for 1 year | 9.35 | 1.51 | 617% |
| Returns for 3 years | 7.68 | -6.37 | -121% |
| Returns for 5 years | 26.04 | 1.08 | 2,401% |
| Returns for 10 years | 45.34 | 18.19 | 249% |
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