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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
MFS Total Return R2
Price$20.15
Change-$0.33 (-1.61%)
VolumeN/A
CapitalizationN/A
BALCX vs MTRRX Comparison Chart
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BALCX vs. MTRRX 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 StrongBuy and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. MTRRX (7.88B). MTRRX pays higher dividends than BALCX: MTRRX (2.07) vs BALCX (1.59). BALCX was incepted earlier than MTRRX: BALCX (24 years) vs MTRRX (21 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (43.00). MTRRX has a lower initial minimum investment than BALCX: MTRRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 11.89 vs. MTRRX (5.88). BALCX return over 5 years is better than : 28.93 vs. MTRRX (11.52).
| BALCX | MTRRX | BALCX / MTRRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 10.937 | 8.664 | 126% |
| 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 | 2.07 | 77% |
| Returns for 1 year | 11.89 | 5.88 | 202% |
| Returns for 3 years | 10.17 | 1.94 | 525% |
| Returns for 5 years | 28.93 | 11.52 | 251% |
| Returns for 10 years | 40.96 | 30.60 | 134% |
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