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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$38.21
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
MFS Total Return C
Price$20.36
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets7.76B
BALCX vs MTRCX Comparison Chart in %
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BALCX vs. MTRCX commentary
Sep 19, 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: 263B vs. MTRCX (7.76B). MTRCX pays higher dividends than BALCX: MTRCX (1.55) vs BALCX (1.16). BALCX was incepted earlier than MTRCX: BALCX (25 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 : 8.68 vs. MTRCX (-0.75). BALCX return over 5 years is better than : 38.82 vs. MTRCX (8.26).
| BALCX | MTRCX | BALCX / MTRCX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 12.513 | 7.556 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.76B | 3,389% |
| Annual Yield % from dividends | 1.16 | 1.55 | 75% |
| Returns for 1 year | 8.68 | -0.75 | -1,154% |
| Returns for 3 years | 40.18 | 12.92 | 311% |
| Returns for 5 years | 38.82 | 8.26 | 470% |
| Returns for 10 years | 71.19 | 31.11 | 229% |
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