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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$39.51
Change+$0.38 (+0.97%)
VolumeN/A
Net Assets268.13B
MFS Total Return I
Price$20.18
Change+$0.17 (+0.85%)
VolumeN/A
Net Assets7.62B
BALFX vs MTRIX Comparison Chart in %
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BALFX vs. MTRIX commentary
Nov 27, 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 StrongBuy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 268B vs. MTRIX (7.62B). MTRIX pays higher dividends than BALFX: MTRIX (2.61) vs BALFX (1.70). 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 : 9.67 vs. MTRIX (-2.51). BALFX return over 5 years is better than : 39.71 vs. MTRIX (6.21).
| 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 | 16.191 | 8.328 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 7.62B | 3,518% |
| Annual Yield % from dividends | 1.70 | 2.61 | 65% |
| Returns for 1 year | 9.67 | -2.51 | -385% |
| Returns for 3 years | 41.59 | 10.77 | 386% |
| Returns for 5 years | 39.71 | 6.21 | 640% |
| Returns for 10 years | 73.94 | 39.49 | 187% |
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