Interact to see
Advertisement
Advertisement
BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$37.12
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.84B
MFS Total Return C
Price$19.94
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.65B
BALFX vs MTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MTRCX commentary
Aug 12, 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 BALFX is a Buy and MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. MTRCX (7.65B). BALFX pays higher dividends than MTRCX: BALFX (1.79) vs MTRCX (1.57). BALFX was incepted earlier than MTRCX: BALFX (24 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than BALFX (0.61). MTRCX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than MTRCX: BALFX (250) vs MTRCX (1000). BALFX annual gain was more profitable for investors over the last year : 9.56 vs. MTRCX (0.76). BALFX return over 5 years is better than : 36.38 vs. MTRCX (5.33).
| BALFX | MTRCX | BALFX / MTRCX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 8.867 | 5.349 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.65B | 3,322% |
| Annual Yield % from dividends | 1.79 | 1.57 | 114% |
| Returns for 1 year | 9.56 | 0.76 | 1,261% |
| Returns for 3 years | 28.72 | 4.42 | 650% |
| Returns for 5 years | 36.38 | 5.33 | 682% |
| Returns for 10 years | 64.95 | 23.38 | 278% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| FOREX / NAME | Price $ | Chg $ | Chg % |
| HKDNZD | 0.21 | 0.00 | +0.01% |
| Hong Kong Dollar - New Zealand Dollar | |||
| USDCAD | 1.38 | N/A | N/A |
| United States Dollar - Canadian Dollar | |||
| AUDGBP | 0.48 | N/A | N/A |
| Australian Dollar - United Kingdom Pound | |||
| CHFGBP | 0.92 | N/A | N/A |
| Switzerland Franc - United Kingdom Pound | |||
| EURJPY | 171.99 | N/A | N/A |
| Euro - Japan Yen | |||