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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$35.36
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets240.86B
MFS Total Return C
Price$19.40
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.56B
BALFX vs MTRCX Comparison Chart
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BALFX vs. MTRCX commentary
Jun 01, 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: 241B vs. MTRCX (7.56B). BALFX pays higher dividends than MTRCX: BALFX (1.95) vs MTRCX (1.58). 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 : 7.66 vs. MTRCX (0.37). BALFX return over 5 years is better than : 36.83 vs. MTRCX (8.42).
| 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 | 3.401 | 2.073 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.56B | 3,187% |
| Annual Yield % from dividends | 1.95 | 1.58 | 124% |
| Returns for 1 year | 7.66 | 0.37 | 2,045% |
| Returns for 3 years | 20.97 | 2.04 | 1,030% |
| Returns for 5 years | 36.83 | 8.42 | 437% |
| Returns for 10 years | 55.23 | 18.94 | 292% |
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