BALCX
Price
$36.43
Change
-$0.26 (-0.71%)
Updated
Aug 1 closing price
Net Assets
251.16B
MTRIX
Price
$19.56
Change
-$0.05 (-0.25%)
Updated
Aug 1 closing price
Net Assets
7.6B
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BALCX vs MTRIX

Header iconBALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIXBanner chart's image
American Funds American Balanced C
Price$36.43
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets251.16B
MFS Total Return I
Price$19.56
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.6B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Aug 04, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 251B vs. MTRIX (7.6B). MTRIX pays higher dividends than BALCX: MTRIX (2.57) vs BALCX (1.18). 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 : 6.69 vs. MTRIX (-0.22). BALCX return over 5 years is better than : 33.12 vs. MTRIX (11.97).
BALCXMTRIXBALCX / MTRIX
Total Expense Ratio1.310.47279%
Annual Report Gross Expense Ratio1.310.47279%
Fund Existence24 years29 years-
Gain YTD7.2725.129142%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets251B7.6B3,304%
Annual Yield % from dividends1.182.5746%
Returns for 1 year6.69-0.22-3,041%
Returns for 3 years28.369.70292%
Returns for 5 years33.1211.97277%
Returns for 10 years55.5834.37162%
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