Ad is loading...
BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
MFS Total Return I
Price$20.05
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
BALCX vs MTRIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRIX commentary
Dec 19, 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 Hold and MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. MTRIX (7.88B). 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 : 11.89 vs. MTRIX (6.39). BALCX return over 5 years is better than : 28.93 vs. MTRIX (14.27).
| 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 | 10.937 | 9.208 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 1.59 | 2.54 | 62% |
| Returns for 1 year | 11.89 | 6.39 | 186% |
| Returns for 3 years | 10.17 | 3.45 | 294% |
| Returns for 5 years | 28.93 | 14.27 | 203% |
| Returns for 10 years | 40.96 | 37.07 | 110% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers