Ad is loading...
Ad is loading...
BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$36.50
Change+$0.12 (+0.33%)
VolumeN/A
CapitalizationN/A
MFS Total Return C
Price$21.18
Change+$0.08 (+0.38%)
VolumeN/A
CapitalizationN/A
BALFX vs MTRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MTRCX commentary
Nov 23, 2024
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 StrongBuy and MTRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 238B vs. MTRCX (8.09B). BALFX pays higher dividends than MTRCX: BALFX (2.21) vs MTRCX (1.59). BALFX was incepted earlier than MTRCX: BALFX (24 years) vs MTRCX (30 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 : 20.75 vs. MTRCX (12.69). BALFX return over 5 years is better than : 36.18 vs. MTRCX (11.94).
| BALFX | MTRCX | BALFX / MTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 14.881 | 10.611 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 8.09B | 2,942% |
| Annual Yield % from dividends | 2.21 | 1.59 | 139% |
| Returns for 1 year | 20.75 | 12.69 | 164% |
| Returns for 3 years | 12.01 | -4.48 | -268% |
| Returns for 5 years | 36.18 | 11.94 | 303% |
| Returns for 10 years | 50.75 | 27.70 | 183% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CTSOX | 41.79 | 1.04 | +2.55% |
| Calamos Timpani Small Cap Growth R6 | |||
| PPVIX | 13.57 | 0.20 | +1.50% |
| Principal SmallCap Value II Instl | |||
| GGSOX | 15.87 | 0.14 | +0.89% |
| Grandeur Peak Global Stalwarts Investor | |||
| VTMGX | 15.84 | 0.06 | +0.38% |
| Vanguard Developed Markets Index Admiral | |||
| CRQSX | 12.94 | N/A | N/A |
| Catholic Rspnsbl Invst Equity Idx Ins | |||