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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return R2
Price$20.87
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
BALCX vs MTRRX Comparison Chart
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BALCX vs. MTRRX commentary
Nov 18, 2024
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 StrongBuy and MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. MTRRX (8.05B). 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 : 20.01 vs. MTRRX (13.36). BALCX return over 5 years is better than : 30.97 vs. MTRRX (14.17).
| 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 | 13.321 | 10.518 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 1.59 | 2.07 | 77% |
| Returns for 1 year | 20.01 | 13.36 | 150% |
| Returns for 3 years | 8.73 | -4.18 | -209% |
| Returns for 5 years | 30.97 | 14.17 | 219% |
| Returns for 10 years | 44.77 | 34.19 | 131% |
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