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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
MFS Total Return R2
Price$20.04
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
BALCX vs MTRRX Comparison Chart in %
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BALCX vs. MTRRX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. MTRRX (7.73B). MTRRX pays higher dividends than BALCX: MTRRX (2.08) vs BALCX (1.18). 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 : 7.16 vs. MTRRX (1.00). BALCX return over 5 years is better than : 33.87 vs. MTRRX (9.45).
| BALCX | MTRRX | BALCX / MTRRX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.274 | 6.822 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.18 | 2.08 | 57% |
| Returns for 1 year | 7.16 | 1.00 | 714% |
| Returns for 3 years | 27.12 | 6.57 | 412% |
| Returns for 5 years | 33.87 | 9.45 | 359% |
| Returns for 10 years | 59.19 | 30.72 | 193% |
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