Interact to see
Advertisement
Advertisement
BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$36.39
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
MFS Total Return C
Price$19.78
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets7.61B
BALFX vs MTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MTRCX commentary
Jun 27, 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: 248B vs. MTRCX (7.61B). BALFX pays higher dividends than MTRCX: BALFX (1.88) vs MTRCX (1.57). BALFX was incepted earlier than MTRCX: BALFX (24 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 : 7.34 vs. MTRCX (1.12). BALFX return over 5 years is better than : 42.58 vs. MTRCX (10.73).
| BALFX | MTRCX | BALFX / MTRCX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 6.726 | 3.534 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 7.61B | 3,259% |
| Annual Yield % from dividends | 1.88 | 1.57 | 120% |
| Returns for 1 year | 7.34 | 1.12 | 655% |
| Returns for 3 years | 32.61 | 8.51 | 383% |
| Returns for 5 years | 42.58 | 10.73 | 397% |
| Returns for 10 years | 63.55 | 22.09 | 288% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement