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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$38.64
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
MFS Total Return R2
Price$20.44
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets7.81B
BALCX vs MTRRX Comparison Chart in %
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BALCX vs. MTRRX commentary
Oct 06, 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 MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MTRRX (7.81B). MTRRX pays higher dividends than BALCX: MTRRX (2.07) vs BALCX (1.12). BALCX was incepted earlier than MTRRX: BALCX (25 years) vs MTRRX (22 years). BALCX (1.31) is less costly to investors than MTRRX (0.97). MTRRX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). 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 : 9.03 vs. MTRRX (1.44). BALCX return over 5 years is better than : 40.62 vs. MTRRX (12.68).
| BALCX | MTRRX | BALCX / MTRRX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 13.894 | 9.374 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.81B | 3,405% |
| Annual Yield % from dividends | 1.12 | 2.07 | 54% |
| Returns for 1 year | 9.03 | 1.44 | 629% |
| Returns for 3 years | 44.26 | 17.40 | 254% |
| Returns for 5 years | 40.62 | 12.68 | 320% |
| Returns for 10 years | 70.76 | 38.18 | 185% |
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