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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
MFS Total Return C
Price$20.13
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.56B
BALFX vs MTRCX Comparison Chart in %
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BALFX vs. MTRCX commentary
Nov 20, 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: 263B vs. MTRCX (7.56B). BALFX (1.70) and MTRCX (1.63) have matching dividends . 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 : 8.95 vs. MTRCX (-2.02). BALFX return over 5 years is better than : 38.60 vs. MTRCX (2.45).
| 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 | 14.015 | 7.105 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.70 | 1.63 | 104% |
| Returns for 1 year | 8.95 | -2.02 | -444% |
| Returns for 3 years | 40.90 | 8.97 | 456% |
| Returns for 5 years | 38.60 | 2.45 | 1,579% |
| Returns for 10 years | 70.89 | 26.35 | 269% |
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