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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$34.32
Change+$0.25 (+0.73%)
VolumeN/A
CapitalizationN/A
MFS Total Return C
Price$19.19
Change+$0.15 (+0.79%)
VolumeN/A
CapitalizationN/A
BALFX vs MTRCX Comparison Chart
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BALFX vs. MTRCX commentary
Dec 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 Buy and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. MTRCX (7.75B). 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 : 10.13 vs. MTRCX (1.51). BALFX return over 5 years is better than : 29.82 vs. MTRCX (1.08).
| 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 | 9.511 | 0.752 | 1,265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 7.75B | 3,045% |
| Annual Yield % from dividends | 2.21 | 1.59 | 139% |
| Returns for 1 year | 10.13 | 1.51 | 669% |
| Returns for 3 years | 9.36 | -6.37 | -147% |
| Returns for 5 years | 29.82 | 1.08 | 2,749% |
| Returns for 10 years | 51.11 | 18.19 | 281% |
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