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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
MFS Total Return R2
Price$20.06
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.55B
BALCX vs MTRRX Comparison Chart in %
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BALCX vs. MTRRX commentary
Nov 20, 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 Hold and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. MTRRX (7.55B). MTRRX pays higher dividends than BALCX: MTRRX (2.13) vs BALCX (1.10). 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 : 8.00 vs. MTRRX (-2.08). BALCX return over 5 years is better than : 33.87 vs. MTRRX (4.45).
| 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 | 13.040 | 7.405 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 7.55B | 3,498% |
| Annual Yield % from dividends | 1.10 | 2.13 | 52% |
| Returns for 1 year | 8.00 | -2.08 | -384% |
| Returns for 3 years | 37.81 | 10.36 | 365% |
| Returns for 5 years | 33.87 | 4.45 | 761% |
| Returns for 10 years | 63.16 | 32.44 | 195% |
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