Interact to see
Advertisement
Advertisement
BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$36.55
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
MFS Total Return C
Price$19.95
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.67B
BALCX vs MTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRCX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. MTRCX (7.67B). MTRCX pays higher dividends than BALCX: MTRCX (1.55) vs BALCX (1.19). 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 : 6.67 vs. MTRCX (-0.70). BALCX return over 5 years is better than : 34.64 vs. MTRCX (7.74).
| 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 | 7.625 | 5.153 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.67B | 3,285% |
| Annual Yield % from dividends | 1.19 | 1.55 | 77% |
| Returns for 1 year | 6.67 | -0.70 | -958% |
| Returns for 3 years | 31.38 | 11.51 | 273% |
| Returns for 5 years | 34.64 | 7.74 | 448% |
| Returns for 10 years | 55.60 | 22.08 | 252% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SMIG | 29.53 | 0.35 | +1.20% |
| Bahl & Gaynor Sm/Md Cp Inc Gr ETF | |||
| NCZ | 12.77 | 0.10 | +0.79% |
| Virtus Convertible & Income Fund II | |||
| FDND | 23.45 | 0.17 | +0.72% |
| FT Vest Dow Jon Internet & Trgt Inc ETF | |||
| ICOP | 29.59 | -0.04 | -0.12% |
| iShares Copper and Metals Mining ETF | |||
| ENDTF | 11.40 | -0.05 | -0.39% |
| Canoe EIT Income Fund | |||