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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$39.07
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
MFS Total Return I
Price$20.28
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.79B
BALFX vs MTRIX Comparison Chart in %
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BALFX vs. MTRIX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. MTRIX (7.79B). MTRIX pays higher dividends than BALFX: MTRIX (2.55) vs BALFX (1.72). 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 : 9.92 vs. MTRIX (1.90). BALFX return over 5 years is better than : 42.38 vs. MTRIX (12.44).
| 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 | 14.897 | 9.566 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.79B | 3,413% |
| Annual Yield % from dividends | 1.72 | 2.55 | 68% |
| Returns for 1 year | 9.92 | 1.90 | 521% |
| Returns for 3 years | 51.66 | 22.03 | 234% |
| Returns for 5 years | 42.38 | 12.44 | 341% |
| Returns for 10 years | 77.15 | 43.33 | 178% |
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