Interact to see
Advertisement
Advertisement
BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return R2
Price$20.20
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
BALCX vs MTRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRRX commentary
Sep 09, 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: 259B vs. MTRRX (7.75B). MTRRX pays higher dividends than BALCX: MTRRX (2.04) vs BALCX (1.16). 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 : 10.45 vs. MTRRX (1.08). BALCX return over 5 years is better than : 35.88 vs. MTRRX (10.44).
| 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 | 10.835 | 7.710 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.16 | 2.04 | 57% |
| Returns for 1 year | 10.45 | 1.08 | 968% |
| Returns for 3 years | 34.04 | 11.48 | 297% |
| Returns for 5 years | 35.88 | 10.44 | 344% |
| Returns for 10 years | 68.35 | 37.06 | 184% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RICGX | 66.11 | 0.28 | +0.43% |
| American Funds Invmt Co of Amer R6 | |||
| GQIRX | 51.59 | N/A | N/A |
| Goldman Sachs US Tax-Managed Eq Inv | |||
| EIMGX | 33.07 | N/A | N/A |
| Eaton Vance Tx-Mgd Small-Cap I | |||
| CFIZX | 14.78 | N/A | N/A |
| Columbia Flexible Capital Income Inst | |||
| GLERX | 13.67 | -0.10 | -0.73% |
| GS Energy Infrastructure Fd R Shares | |||