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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$38.33
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets263.06B
MFS Total Return I
Price$20.12
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets7.77B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Sep 16, 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: 263B vs. MTRIX (7.77B). MTRIX pays higher dividends than BALCX: MTRIX (2.52) vs BALCX (1.16). 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 : 9.16 vs. MTRIX (1.55). BALCX return over 5 years is better than : 37.96 vs. MTRIX (14.00).
| 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 | 12.867 | 8.539 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.77B | 3,383% |
| Annual Yield % from dividends | 1.16 | 2.52 | 46% |
| Returns for 1 year | 9.16 | 1.55 | 591% |
| Returns for 3 years | 40.62 | 15.74 | 258% |
| Returns for 5 years | 37.96 | 14.00 | 271% |
| Returns for 10 years | 71.72 | 44.11 | 163% |
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