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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$35.64
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.53B
MFS Total Return I
Price$19.24
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.55B
BALFX vs MTRIX Comparison Chart in %
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BALFX vs. MTRIX commentary
Jun 20, 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: 245B vs. MTRIX (7.55B). MTRIX pays higher dividends than BALFX: MTRIX (2.59) vs BALFX (1.88). 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 : 4.44 vs. MTRIX (0.66). BALFX return over 5 years is better than : 37.48 vs. MTRIX (12.73).
| 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 | 4.526 | 2.944 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 7.55B | 3,246% |
| Annual Yield % from dividends | 1.88 | 2.59 | 73% |
| Returns for 1 year | 4.44 | 0.66 | 670% |
| Returns for 3 years | 34.20 | 14.09 | 243% |
| Returns for 5 years | 37.48 | 12.73 | 294% |
| Returns for 10 years | 57.42 | 31.28 | 184% |
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