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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
MFS Total Return I
Price$18.49
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets7.34B
BALCX vs MTRIX Comparison Chart
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BALCX vs. MTRIX commentary
Apr 18, 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: 225B vs. MTRIX (7.34B). MTRIX pays higher dividends than BALCX: MTRIX (2.55) vs BALCX (1.28). BALCX was incepted earlier than MTRIX: BALCX (24 years) vs MTRIX (28 years). BALCX (1.32) is less costly to investors than MTRIX (0.47). BALCX is a more actively managed with annual turnover of: 171.00 vs. MTRIX (53.00). 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 : 1.81 vs. MTRIX (-0.68). BALCX return over 5 years is better than : 27.72 vs. MTRIX (12.78).
| BALCX | MTRIX | BALCX / MTRIX | |
| Total Expense Ratio | 1.32 | 0.47 | 281% |
| Annual Report Gross Expense Ratio | 1.32 | 0.47 | 281% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -3.896 | -1.998 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 7.34B | 3,065% |
| Annual Yield % from dividends | 1.28 | 2.55 | 50% |
| Returns for 1 year | 1.81 | -0.68 | -268% |
| Returns for 3 years | 8.04 | -0.74 | -1,091% |
| Returns for 5 years | 27.72 | 12.78 | 217% |
| Returns for 10 years | 38.61 | 25.30 | 153% |
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