Interact to see
Advertisement
Advertisement
BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$38.61
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets263.06B
MFS Total Return I
Price$20.12
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets7.77B
BALFX vs MTRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MTRIX commentary
Sep 16, 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: 263B vs. MTRIX (7.77B). MTRIX pays higher dividends than BALFX: MTRIX (2.52) vs BALFX (1.77). BALFX was incepted earlier than MTRIX: BALFX (25 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 : 9.76 vs. MTRIX (1.55). BALFX return over 5 years is better than : 41.91 vs. MTRIX (14.00).
| BALFX | MTRIX | BALFX / MTRIX | |
| Total Expense Ratio | 0.61 | 0.47 | 130% |
| Annual Report Gross Expense Ratio | 0.61 | 0.47 | 130% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 13.237 | 8.539 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.77B | 3,383% |
| Annual Yield % from dividends | 1.77 | 2.52 | 70% |
| Returns for 1 year | 9.76 | 1.55 | 631% |
| Returns for 3 years | 43.20 | 15.74 | 274% |
| Returns for 5 years | 41.91 | 14.00 | 299% |
| Returns for 10 years | 79.15 | 44.11 | 179% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OTPSX | 38.70 | 0.16 | +0.42% |
| ProFunds NASDAQ-100 Svc | |||
| CNPFX | 71.44 | -0.06 | -0.08% |
| American Funds New Perspective 529F | |||
| BITSX | 30.06 | -0.05 | -0.17% |
| iShares Total US Stock Market Idx Instl | |||
| FSCHX | 13.25 | -0.14 | -1.05% |
| Fidelity Select Chemicals | |||
| MPSIX | 23.28 | -0.26 | -1.10% |
| Principal MidCap S&P 400 Index Inst | |||