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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$36.92
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.22B
MFS Total Return I
Price$19.84
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets7.73B
BALFX vs MTRIX Comparison Chart in %
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BALFX vs. MTRIX commentary
Jul 12, 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 MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. MTRIX (7.73B). MTRIX pays higher dividends than BALFX: MTRIX (2.55) vs BALFX (1.81). BALFX was incepted earlier than MTRIX: BALFX (24 years) vs MTRIX (29 years). BALFX (0.61) is less costly to investors than MTRIX (0.47). MTRIX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MTRIX has a lower initial minimum investment than BALFX: MTRIX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 7.02 vs. MTRIX (2.88). BALFX return over 5 years is better than : 40.40 vs. MTRIX (15.65).
| BALFX | MTRIX | BALFX / MTRIX | |
| Total Expense Ratio | 0.61 | 0.47 | 130% |
| Annual Report Gross Expense Ratio | 0.61 | 0.47 | 130% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 8.280 | 6.072 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.73B | 3,259% |
| Annual Yield % from dividends | 1.81 | 2.55 | 71% |
| Returns for 1 year | 7.02 | 2.88 | 244% |
| Returns for 3 years | 35.76 | 14.63 | 244% |
| Returns for 5 years | 40.40 | 15.65 | 258% |
| Returns for 10 years | 63.79 | 35.68 | 179% |
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