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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$35.06
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.86B
MFS Total Return C
Price$19.40
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.56B
BALCX vs MTRCX Comparison Chart
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BALCX vs. MTRCX commentary
Jun 01, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. MTRCX (7.56B). MTRCX pays higher dividends than BALCX: MTRCX (1.58) vs BALCX (1.29). BALCX was incepted earlier than MTRCX: BALCX (24 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 : 6.77 vs. MTRCX (0.37). BALCX return over 5 years is better than : 32.68 vs. MTRCX (8.42).
| BALCX | MTRCX | BALCX / MTRCX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 3.015 | 2.073 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.56B | 3,187% |
| Annual Yield % from dividends | 1.29 | 1.58 | 82% |
| Returns for 1 year | 6.77 | 0.37 | 1,806% |
| Returns for 3 years | 18.81 | 2.04 | 924% |
| Returns for 5 years | 32.68 | 8.42 | 388% |
| Returns for 10 years | 48.99 | 18.94 | 259% |
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