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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$36.72
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
MFS Total Return I
Price$19.56
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.6B
BALFX vs MTRIX Comparison Chart in %
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BALFX vs. MTRIX commentary
Aug 04, 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: 251B vs. MTRIX (7.6B). 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 : 7.45 vs. MTRIX (-0.22). BALFX return over 5 years is better than : 37.12 vs. MTRIX (11.97).
| 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 | 29 years | - |
| Gain YTD | 7.694 | 5.129 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 7.6B | 3,304% |
| Annual Yield % from dividends | 1.79 | 2.57 | 70% |
| Returns for 1 year | 7.45 | -0.22 | -3,388% |
| Returns for 3 years | 30.73 | 9.70 | 317% |
| Returns for 5 years | 37.12 | 11.97 | 310% |
| Returns for 10 years | 62.25 | 34.37 | 181% |
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