BALFX
Price
$37.54
Change
+$0.41 (+1.10%)
Updated
Aug 22 closing price
Net Assets
256.44B
MTRIX
Price
$20.22
Change
+$0.25 (+1.25%)
Updated
Aug 22 closing price
Net Assets
7.82B
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BALFX vs MTRIX

Header iconBALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIXBanner chart's image
American Funds American Balanced F1
Price$37.54
Change+$0.41 (+1.10%)
VolumeN/A
Net Assets256.44B
MFS Total Return I
Price$20.22
Change+$0.25 (+1.25%)
VolumeN/A
Net Assets7.82B
BALFX vs MTRIX Comparison Chart in %
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BALFX vs. MTRIX commentary
Aug 25, 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.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. MTRIX (7.82B). MTRIX pays higher dividends than BALFX: MTRIX (2.57) vs BALFX (1.79). BALFX was incepted earlier than MTRIX: BALFX (24 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 : 7.99 vs. MTRIX (2.23). BALFX return over 5 years is better than : 38.44 vs. MTRIX (14.17).
BALFXMTRIXBALFX / MTRIX
Total Expense Ratio0.610.47130%
Annual Report Gross Expense Ratio0.610.47130%
Fund Existence24 years29 years-
Gain YTD10.0998.676116%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets256B7.82B3,273%
Annual Yield % from dividends1.792.5770%
Returns for 1 year7.992.23358%
Returns for 3 years33.2912.93257%
Returns for 5 years38.4414.17271%
Returns for 10 years78.7048.01164%
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