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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MFS Total Return R2
Price$19.34
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets7.55B
BALCX vs MTRRX Comparison Chart
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BALCX vs. MTRRX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. MTRRX (7.55B). MTRRX pays higher dividends than BALCX: MTRRX (2.09) vs BALCX (1.24). BALCX was incepted earlier than MTRRX: BALCX (24 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 : 4.49 vs. MTRRX (0.26). BALCX return over 5 years is better than : 34.15 vs. MTRRX (11.08).
| BALCX | MTRRX | BALCX / MTRRX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 4.121 | 2.717 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.24 | 2.09 | 59% |
| Returns for 1 year | 4.49 | 0.26 | 1,729% |
| Returns for 3 years | 30.13 | 11.64 | 259% |
| Returns for 5 years | 34.15 | 11.08 | 308% |
| Returns for 10 years | 51.38 | 25.71 | 200% |
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