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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
MFS Total Return C
Price$19.68
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.85B
BALCX vs MTRCX Comparison Chart
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BALCX vs. MTRCX commentary
Feb 23, 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: 242B vs. MTRCX (7.85B). 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 : 8.38 vs. MTRCX (3.14). BALCX return over 5 years is better than : 26.14 vs. MTRCX (2.22).
| 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 | 2.790 | 3.064 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 1.59 | 1.59 | 100% |
| Returns for 1 year | 8.38 | 3.14 | 267% |
| Returns for 3 years | 15.69 | -0.54 | -2,913% |
| Returns for 5 years | 26.14 | 2.22 | 1,176% |
| Returns for 10 years | 46.66 | 19.93 | 234% |
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