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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$35.39
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets244.53B
MFS Total Return I
Price$19.24
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.55B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Jun 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 Buy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 245B vs. MTRIX (7.55B). MTRIX pays higher dividends than BALCX: MTRIX (2.59) vs BALCX (1.24). BALCX was incepted earlier than MTRIX: BALCX (24 years) vs MTRIX (28 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 : 3.67 vs. MTRIX (0.66). BALCX return over 5 years is better than : 33.48 vs. MTRIX (12.73).
| BALCX | MTRIX | BALCX / MTRIX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 4.209 | 2.944 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 7.55B | 3,246% |
| Annual Yield % from dividends | 1.24 | 2.59 | 48% |
| Returns for 1 year | 3.67 | 0.66 | 554% |
| Returns for 3 years | 31.74 | 14.09 | 225% |
| Returns for 5 years | 33.48 | 12.73 | 263% |
| Returns for 10 years | 50.96 | 31.28 | 163% |
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