Interact to see
Advertisement
Advertisement
BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$37.23
Change+$0.41 (+1.11%)
VolumeN/A
Net Assets256.44B
MFS Total Return I
Price$20.22
Change+$0.25 (+1.25%)
VolumeN/A
Net Assets7.82B
BALCX vs MTRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRIX commentary
Aug 25, 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: 256B vs. MTRIX (7.82B). 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 : 7.20 vs. MTRIX (2.23). BALCX return over 5 years is better than : 34.40 vs. MTRIX (14.17).
| 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 | 9.628 | 8.676 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.82B | 3,273% |
| Annual Yield % from dividends | 1.18 | 2.57 | 46% |
| Returns for 1 year | 7.20 | 2.23 | 322% |
| Returns for 3 years | 30.87 | 12.93 | 239% |
| Returns for 5 years | 34.40 | 14.17 | 243% |
| Returns for 10 years | 71.36 | 48.01 | 149% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement