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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$38.49
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
MFS Total Return C
Price$20.36
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets7.76B
BALFX vs MTRCX Comparison Chart in %
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BALFX vs. MTRCX commentary
Sep 19, 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: 263B vs. MTRCX (7.76B). BALFX pays higher dividends than MTRCX: BALFX (1.77) vs MTRCX (1.55). BALFX was incepted earlier than MTRCX: BALFX (25 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 : 9.29 vs. MTRCX (-0.75). BALFX return over 5 years is better than : 42.75 vs. MTRCX (8.26).
| BALFX | MTRCX | BALFX / MTRCX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 12.885 | 7.556 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.76B | 3,389% |
| Annual Yield % from dividends | 1.77 | 1.55 | 114% |
| Returns for 1 year | 9.29 | -0.75 | -1,235% |
| Returns for 3 years | 42.75 | 12.92 | 331% |
| Returns for 5 years | 42.75 | 8.26 | 518% |
| Returns for 10 years | 78.59 | 31.11 | 253% |
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