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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
MFS Total Return I
Price$19.17
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.79B
BALCX vs MTRIX Comparison Chart
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BALCX vs. MTRIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. MTRIX (7.79B). MTRIX pays higher dividends than BALCX: MTRIX (2.54) vs BALCX (1.59). BALCX was incepted earlier than MTRIX: BALCX (24 years) vs MTRIX (28 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. MTRIX (43.00). 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 : 11.44 vs. MTRIX (4.71). BALCX return over 5 years is better than : 25.92 vs. MTRIX (5.46).
| BALCX | MTRIX | BALCX / MTRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 1.938 | 1.429 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 1.59 | 2.54 | 62% |
| Returns for 1 year | 11.44 | 4.71 | 243% |
| Returns for 3 years | 10.59 | -2.86 | -371% |
| Returns for 5 years | 25.92 | 5.46 | 475% |
| Returns for 10 years | 49.96 | 33.42 | 149% |
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