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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
MFS Total Return I
Price$20.28
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.79B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Oct 09, 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: 266B vs. MTRIX (7.79B). MTRIX pays higher dividends than BALCX: MTRIX (2.55) vs BALCX (1.12). BALCX was incepted earlier than MTRIX: BALCX (25 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 : 9.12 vs. MTRIX (1.90). BALCX return over 5 years is better than : 38.19 vs. MTRIX (12.44).
| BALCX | MTRIX | BALCX / MTRIX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 14.307 | 9.566 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.79B | 3,413% |
| Annual Yield % from dividends | 1.12 | 2.55 | 44% |
| Returns for 1 year | 9.12 | 1.90 | 479% |
| Returns for 3 years | 48.69 | 22.03 | 221% |
| Returns for 5 years | 38.19 | 12.44 | 307% |
| Returns for 10 years | 69.62 | 43.33 | 161% |
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