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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$35.09
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets241.03B
MFS Total Return R2
Price$19.53
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets7.86B
BALCX vs MTRRX Comparison Chart
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BALCX vs. MTRRX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. MTRRX (7.86B). 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 : 11.25 vs. MTRRX (4.35). BALCX return over 5 years is better than : 29.82 vs. MTRRX (6.13).
| 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 | 3.054 | 2.526 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.86B | 3,068% |
| Annual Yield % from dividends | 1.59 | 2.07 | 77% |
| Returns for 1 year | 11.25 | 4.35 | 259% |
| Returns for 3 years | 12.88 | -2.23 | -576% |
| Returns for 5 years | 29.82 | 6.13 | 486% |
| Returns for 10 years | 51.48 | 28.35 | 182% |