Ad is loading...
Ad is loading...
BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$36.21
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
MFS Total Return C
Price$21.18
Change+$0.08 (+0.38%)
VolumeN/A
CapitalizationN/A
BALCX vs MTRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRCX commentary
Nov 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 StrongBuy and MTRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. MTRCX (8.09B). 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 : 19.92 vs. MTRCX (12.69). BALCX return over 5 years is better than : 32.42 vs. MTRCX (11.94).
| 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 | 14.207 | 10.611 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 8.09B | 2,942% |
| Annual Yield % from dividends | 1.59 | 1.59 | 100% |
| Returns for 1 year | 19.92 | 12.69 | 157% |
| Returns for 3 years | 10.33 | -4.48 | -231% |
| Returns for 5 years | 32.42 | 11.94 | 271% |
| Returns for 10 years | 45.06 | 27.70 | 163% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CTSOX | 41.79 | 1.04 | +2.55% |
| Calamos Timpani Small Cap Growth R6 | |||
| PPVIX | 13.57 | 0.20 | +1.50% |
| Principal SmallCap Value II Instl | |||
| GGSOX | 15.87 | 0.14 | +0.89% |
| Grandeur Peak Global Stalwarts Investor | |||
| VTMGX | 15.84 | 0.06 | +0.38% |
| Vanguard Developed Markets Index Admiral | |||
| CRQSX | 12.94 | N/A | N/A |
| Catholic Rspnsbl Invst Equity Idx Ins | |||