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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Total Return I
Price$19.46
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
BALFX vs MTRIX Comparison Chart
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BALFX vs. MTRIX commentary
Feb 23, 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 MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. MTRIX (7.85B). MTRIX pays higher dividends than BALFX: MTRIX (2.54) vs BALFX (2.21). BALFX was incepted earlier than MTRIX: BALFX (24 years) vs MTRIX (28 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. MTRIX (43.00). 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 : 9.19 vs. MTRIX (4.14). BALFX return over 5 years is better than : 29.96 vs. MTRIX (7.21).
| BALFX | MTRIX | BALFX / MTRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 2.886 | 3.189 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 2.21 | 2.54 | 87% |
| Returns for 1 year | 9.19 | 4.14 | 222% |
| Returns for 3 years | 17.52 | 2.32 | 754% |
| Returns for 5 years | 29.96 | 7.21 | 416% |
| Returns for 10 years | 52.44 | 32.13 | 163% |
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