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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$35.46
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
MFS Total Return C
Price$19.52
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.81B
BALFX vs MTRCX Comparison Chart
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BALFX vs. MTRCX commentary
Jan 24, 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: 243B vs. MTRCX (7.81B). 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 : 12.55 vs. MTRCX (3.70). BALFX return over 5 years is better than : 31.99 vs. MTRCX (1.53).
| 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 | 3.382 | 1.778 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 7.81B | 3,111% |
| Annual Yield % from dividends | 2.21 | 1.59 | 139% |
| Returns for 1 year | 12.55 | 3.70 | 339% |
| Returns for 3 years | 16.10 | -3.84 | -420% |
| Returns for 5 years | 31.99 | 1.53 | 2,095% |
| Returns for 10 years | 56.32 | 20.64 | 273% |
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