BALCX
Price
$36.12
Change
+$0.26 (+0.73%)
Updated
Jun 26 closing price
Net Assets
247.64B
MTRCX
Price
$19.78
Change
+$0.12 (+0.61%)
Updated
Jun 26 closing price
Net Assets
7.61B
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BALCX vs MTRCX

Header iconBALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCXBanner chart's image
American Funds American Balanced C
Price$36.12
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets247.64B
MFS Total Return C
Price$19.78
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets7.61B
BALCX vs MTRCX Comparison Chart in %
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BALCX vs. MTRCX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 248B vs. MTRCX (7.61B). MTRCX pays higher dividends than BALCX: MTRCX (1.57) vs BALCX (1.24). 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 : 6.55 vs. MTRCX (1.12). BALCX return over 5 years is better than : 38.33 vs. MTRCX (10.73).
BALCXMTRCXBALCX / MTRCX
Total Expense Ratio1.311.4789%
Annual Report Gross Expense Ratio1.311.4789%
Fund Existence24 years31 years-
Gain YTD6.3593.534180%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets248B7.61B3,259%
Annual Yield % from dividends1.241.5779%
Returns for 1 year6.551.12584%
Returns for 3 years30.158.51354%
Returns for 5 years38.3310.73357%
Returns for 10 years56.7922.09257%
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