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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$39.18
Change+$0.38 (+0.98%)
VolumeN/A
Net Assets268.13B
MFS Total Return I
Price$20.18
Change+$0.17 (+0.85%)
VolumeN/A
Net Assets7.62B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Nov 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 StrongBuy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 268B vs. MTRIX (7.62B). MTRIX pays higher dividends than BALCX: MTRIX (2.61) vs BALCX (1.10). BALCX was incepted earlier than MTRIX: BALCX (25 years) vs MTRIX (29 years). BALCX (1.31) is less costly to investors than MTRIX (0.47). MTRIX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). MTRIX has a lower initial minimum investment than BALCX: MTRIX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 8.89 vs. MTRIX (-2.51). BALCX return over 5 years is better than : 35.63 vs. MTRIX (6.21).
| BALCX | MTRIX | BALCX / MTRIX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 15.486 | 8.328 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 7.62B | 3,518% |
| Annual Yield % from dividends | 1.10 | 2.61 | 42% |
| Returns for 1 year | 8.89 | -2.51 | -353% |
| Returns for 3 years | 38.81 | 10.77 | 360% |
| Returns for 5 years | 35.63 | 6.21 | 574% |
| Returns for 10 years | 66.49 | 39.49 | 168% |
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