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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$36.82
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.84B
MFS Total Return C
Price$19.94
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.65B
BALCX vs MTRCX Comparison Chart in %
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BALCX vs. MTRCX commentary
Aug 12, 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: 254B vs. MTRCX (7.65B). MTRCX pays higher dividends than BALCX: MTRCX (1.57) vs BALCX (1.18). 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 : 8.77 vs. MTRCX (0.76). BALCX return over 5 years is better than : 32.37 vs. MTRCX (5.33).
| 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 | 8.420 | 5.349 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.65B | 3,322% |
| Annual Yield % from dividends | 1.18 | 1.57 | 75% |
| Returns for 1 year | 8.77 | 0.76 | 1,157% |
| Returns for 3 years | 26.38 | 4.42 | 597% |
| Returns for 5 years | 32.37 | 5.33 | 607% |
| Returns for 10 years | 58.14 | 23.38 | 249% |
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