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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
MFS Total Return R2
Price$19.06
Change-$0.39 (-2.01%)
VolumeN/A
Net Assets7.75B
BALCX vs MTRRX Comparison Chart
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BALCX vs. MTRRX commentary
Apr 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 Hold and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. MTRRX (7.75B). MTRRX pays higher dividends than BALCX: MTRRX (2.05) vs BALCX (1.28). BALCX was incepted earlier than MTRRX: BALCX (24 years) vs MTRRX (21 years). BALCX (1.32) is less costly to investors than MTRRX (0.97). BALCX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (53.00). MTRRX has a lower initial minimum investment than BALCX: MTRRX (0) vs BALCX (250). MTRRX (0.59) and BALCX (0.58) have marching annual gain over last year. BALCX return over 5 years is better than : 41.73 vs. MTRRX (26.45).
| BALCX | MTRRX | BALCX / MTRRX | |
| Total Expense Ratio | 1.32 | 0.97 | 136% |
| Annual Report Gross Expense Ratio | 1.32 | 0.97 | 136% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | -2.337 | 2.919 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.75B | 3,033% |
| Annual Yield % from dividends | 1.28 | 2.05 | 63% |
| Returns for 1 year | 0.58 | 0.59 | 99% |
| Returns for 3 years | 7.28 | 0.50 | 1,445% |
| Returns for 5 years | 41.73 | 26.45 | 158% |
| Returns for 10 years | 41.88 | 26.18 | 160% |
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