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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
MFS Total Return I
Price$19.46
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
BALCX vs MTRIX Comparison Chart
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BALCX vs. MTRIX commentary
Feb 23, 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 Hold and MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. MTRIX (7.85B). 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 : 8.38 vs. MTRIX (4.14). BALCX return over 5 years is better than : 26.14 vs. MTRIX (7.21).
| 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 | 2.790 | 3.189 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 1.59 | 2.54 | 62% |
| Returns for 1 year | 8.38 | 4.14 | 203% |
| Returns for 3 years | 15.69 | 2.32 | 675% |
| Returns for 5 years | 26.14 | 7.21 | 363% |
| Returns for 10 years | 46.66 | 32.13 | 145% |
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