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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$34.86
Change+$0.55 (+1.60%)
VolumeN/A
Net Assets234.12B
MFS Total Return I
Price$19.18
Change+$0.22 (+1.16%)
VolumeN/A
Net Assets7.53B
BALFX vs MTRIX Comparison Chart
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BALFX vs. MTRIX commentary
May 13, 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: 234B vs. MTRIX (7.53B). MTRIX pays higher dividends than BALFX: MTRIX (2.62) vs BALFX (1.95). BALFX was incepted earlier than MTRIX: BALFX (24 years) vs MTRIX (28 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 : 4.00 vs. MTRIX (-0.92). BALFX return over 5 years is better than : 39.29 vs. MTRIX (18.94).
| 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 | 28 years | - |
| Gain YTD | 0.331 | 1.215 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 7.53B | 3,106% |
| Annual Yield % from dividends | 1.95 | 2.62 | 75% |
| Returns for 1 year | 4.00 | -0.92 | -435% |
| Returns for 3 years | 20.32 | 6.26 | 324% |
| Returns for 5 years | 39.29 | 18.94 | 207% |
| Returns for 10 years | 49.48 | 28.82 | 172% |