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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return I
Price$20.76
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
BALCX vs MTRIX Comparison Chart
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BALCX vs. MTRIX commentary
Nov 18, 2024
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 StrongBuy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. MTRIX (8.05B). 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 : 20.01 vs. MTRIX (13.89). BALCX return over 5 years is better than : 30.97 vs. MTRIX (16.94).
| 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 | 13.321 | 10.983 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 1.59 | 2.54 | 62% |
| Returns for 1 year | 20.01 | 13.89 | 144% |
| Returns for 3 years | 8.73 | -2.82 | -310% |
| Returns for 5 years | 30.97 | 16.94 | 183% |
| Returns for 10 years | 44.77 | 40.86 | 110% |
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