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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
MFS Total Return C
Price$18.97
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets7.43B
BALFX vs MTRCX Comparison Chart
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BALFX vs. MTRCX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 227B vs. MTRCX (7.43B). BALFX pays higher dividends than MTRCX: BALFX (1.95) vs MTRCX (1.53). BALFX was incepted earlier than MTRCX: BALFX (24 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (53.00). 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 : 4.16 vs. MTRCX (-1.64). BALFX return over 5 years is better than : 35.61 vs. MTRCX (9.75).
| BALFX | MTRCX | BALFX / MTRCX | |
| Total Expense Ratio | 0.62 | 1.47 | 42% |
| Annual Report Gross Expense Ratio | 0.62 | 1.47 | 42% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | -1.541 | -1.013 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 7.43B | 3,056% |
| Annual Yield % from dividends | 1.95 | 1.53 | 128% |
| Returns for 1 year | 4.16 | -1.64 | -253% |
| Returns for 3 years | 14.37 | -1.40 | -1,028% |
| Returns for 5 years | 35.61 | 9.75 | 365% |
| Returns for 10 years | 46.93 | 15.27 | 307% |