Ad is loading...
BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
MFS Total Return C
Price$18.97
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets7.43B
BALCX vs MTRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRCX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 227B vs. MTRCX (7.43B). MTRCX pays higher dividends than BALCX: MTRCX (1.53) vs BALCX (1.28). BALCX was incepted earlier than MTRCX: BALCX (24 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (53.00). 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 : 3.38 vs. MTRCX (-1.64). BALCX return over 5 years is better than : 31.61 vs. MTRCX (9.75).
| BALCX | MTRCX | BALCX / MTRCX | |
| Total Expense Ratio | 1.32 | 1.47 | 90% |
| Annual Report Gross Expense Ratio | 1.32 | 1.47 | 90% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | -1.749 | -1.013 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 7.43B | 3,056% |
| Annual Yield % from dividends | 1.28 | 1.53 | 84% |
| Returns for 1 year | 3.38 | -1.64 | -206% |
| Returns for 3 years | 12.46 | -1.40 | -891% |
| Returns for 5 years | 31.61 | 9.75 | 324% |
| Returns for 10 years | 41.14 | 15.27 | 269% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers