Ad is loading...
BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$34.58
Change+$0.54 (+1.59%)
VolumeN/A
Net Assets234.12B
MFS Total Return I
Price$19.18
Change+$0.22 (+1.16%)
VolumeN/A
Net Assets7.53B
BALCX vs MTRIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRIX commentary
May 13, 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: 234B vs. MTRIX (7.53B). MTRIX pays higher dividends than BALCX: MTRIX (2.62) vs BALCX (1.29). 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 : 3.25 vs. MTRIX (-0.92). BALCX return over 5 years is better than : 35.21 vs. MTRIX (18.94).
| 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 | 0.104 | 1.215 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 7.53B | 3,106% |
| Annual Yield % from dividends | 1.29 | 2.62 | 49% |
| Returns for 1 year | 3.25 | -0.92 | -354% |
| Returns for 3 years | 18.28 | 6.26 | 292% |
| Returns for 5 years | 35.21 | 18.94 | 186% |
| Returns for 10 years | 43.57 | 28.82 | 151% |