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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
MFS Total Return C
Price$19.18
Change-$0.39 (-1.99%)
VolumeN/A
Net Assets7.75B
BALCX vs MTRCX Comparison Chart
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BALCX vs. MTRCX commentary
Apr 04, 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: 235B vs. MTRCX (7.75B). 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 : 0.58 vs. MTRCX (0.11). BALCX return over 5 years is better than : 41.73 vs. MTRCX (23.48).
| 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 | -2.337 | 2.767 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.75B | 3,033% |
| Annual Yield % from dividends | 1.28 | 1.53 | 84% |
| Returns for 1 year | 0.58 | 0.11 | 544% |
| Returns for 3 years | 7.28 | -0.95 | -765% |
| Returns for 5 years | 41.73 | 23.48 | 178% |
| Returns for 10 years | 41.88 | 20.19 | 207% |
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