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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Total Return C
Price$19.68
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.85B
BALFX vs MTRCX Comparison Chart
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BALFX vs. MTRCX commentary
Feb 23, 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 Hold and MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. MTRCX (7.85B). BALFX pays higher dividends than MTRCX: BALFX (2.21) vs MTRCX (1.59). BALFX was incepted earlier than MTRCX: BALFX (24 years) vs MTRCX (31 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (43.00). 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 : 9.19 vs. MTRCX (3.14). BALFX return over 5 years is better than : 29.96 vs. MTRCX (2.22).
| BALFX | MTRCX | BALFX / MTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 2.886 | 3.064 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 2.21 | 1.59 | 139% |
| Returns for 1 year | 9.19 | 3.14 | 292% |
| Returns for 3 years | 17.52 | -0.54 | -3,254% |
| Returns for 5 years | 29.96 | 2.22 | 1,349% |
| Returns for 10 years | 52.44 | 19.93 | 263% |
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