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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
MFS Total Return C
Price$19.18
Change-$0.39 (-1.99%)
VolumeN/A
Net Assets7.75B
BALFX vs MTRCX Comparison Chart
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BALFX vs. MTRCX 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 BALFX is a Buy and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. MTRCX (7.75B). 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 : 1.33 vs. MTRCX (0.11). BALFX return over 5 years is better than : 45.99 vs. MTRCX (23.48).
| 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 | -2.155 | 2.767 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.75B | 3,033% |
| Annual Yield % from dividends | 1.95 | 1.53 | 128% |
| Returns for 1 year | 1.33 | 0.11 | 1,242% |
| Returns for 3 years | 9.14 | -0.95 | -960% |
| Returns for 5 years | 45.99 | 23.48 | 196% |
| Returns for 10 years | 47.77 | 20.19 | 237% |
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