Interact to see
Advertisement
Advertisement
BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$36.64
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.22B
MFS Total Return I
Price$19.84
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets7.73B
BALCX vs MTRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRIX commentary
Jul 12, 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: 252B vs. MTRIX (7.73B). MTRIX pays higher dividends than BALCX: MTRIX (2.55) vs BALCX (1.19). BALCX was incepted earlier than MTRIX: BALCX (24 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 : 6.26 vs. MTRIX (2.88). BALCX return over 5 years is better than : 36.27 vs. MTRIX (15.65).
| 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 | 29 years | - |
| Gain YTD | 7.890 | 6.072 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.73B | 3,259% |
| Annual Yield % from dividends | 1.19 | 2.55 | 47% |
| Returns for 1 year | 6.26 | 2.88 | 218% |
| Returns for 3 years | 33.28 | 14.63 | 227% |
| Returns for 5 years | 36.27 | 15.65 | 232% |
| Returns for 10 years | 57.05 | 35.68 | 160% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement