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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
MFS Total Return I
Price$20.05
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
BALFX vs MTRIX Comparison Chart
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BALFX vs. MTRIX commentary
Dec 19, 2024
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: 241B vs. MTRIX (7.88B). 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 : 12.54 vs. MTRIX (6.39). BALFX return over 5 years is better than : 32.57 vs. MTRIX (14.27).
| 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 | 11.522 | 9.208 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 2.21 | 2.54 | 87% |
| Returns for 1 year | 12.54 | 6.39 | 196% |
| Returns for 3 years | 11.70 | 3.45 | 339% |
| Returns for 5 years | 32.57 | 14.27 | 228% |
| Returns for 10 years | 46.34 | 37.07 | 125% |
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