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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$34.14
Change+$0.30 (+0.89%)
VolumeN/A
Net Assets234.89B
MFS Total Return R2
Price$19.05
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets7.54B
BALCX vs MTRRX Comparison Chart
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BALCX vs. MTRRX commentary
May 04, 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: 235B vs. MTRRX (7.54B). MTRRX pays higher dividends than BALCX: MTRRX (2.11) vs BALCX (1.29). 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 : 6.13 vs. MTRRX (0.79). BALCX return over 5 years is better than : 34.84 vs. MTRRX (14.42).
| 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 | 0.398 | 0.991 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.54B | 3,117% |
| Annual Yield % from dividends | 1.29 | 2.11 | 61% |
| Returns for 1 year | 6.13 | 0.79 | 779% |
| Returns for 3 years | 16.90 | 3.62 | 467% |
| Returns for 5 years | 34.84 | 14.42 | 242% |
| Returns for 10 years | 45.44 | 23.98 | 190% |
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