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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
MFS Total Return C
Price$20.13
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.56B
BALCX vs MTRCX Comparison Chart in %
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BALCX vs. MTRCX commentary
Nov 20, 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 Hold and MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. MTRCX (7.56B). MTRCX pays higher dividends than BALCX: MTRCX (1.63) vs BALCX (1.10). 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 : 8.17 vs. MTRCX (-2.02). BALCX return over 5 years is better than : 34.58 vs. MTRCX (2.45).
| 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 | 13.334 | 7.105 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.10 | 1.63 | 68% |
| Returns for 1 year | 8.17 | -2.02 | -405% |
| Returns for 3 years | 38.17 | 8.97 | 425% |
| Returns for 5 years | 34.58 | 2.45 | 1,414% |
| Returns for 10 years | 63.59 | 26.35 | 241% |
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