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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$36.84
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
MFS Total Return C
Price$19.95
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.67B
BALFX vs MTRCX Comparison Chart in %
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BALFX vs. MTRCX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. MTRCX (7.67B). BALFX pays higher dividends than MTRCX: BALFX (1.81) vs MTRCX (1.55). 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 : 7.49 vs. MTRCX (-0.70). BALFX return over 5 years is better than : 38.72 vs. MTRCX (7.74).
| 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 | 8.046 | 5.153 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.67B | 3,285% |
| Annual Yield % from dividends | 1.81 | 1.55 | 117% |
| Returns for 1 year | 7.49 | -0.70 | -1,076% |
| Returns for 3 years | 33.88 | 11.51 | 294% |
| Returns for 5 years | 38.72 | 7.74 | 501% |
| Returns for 10 years | 62.26 | 22.08 | 282% |
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