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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$33.02
Change-$0.31 (-0.93%)
VolumeN/A
Net Assets227.6B
MFS Total Return I
Price$18.40
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets7.39B
BALFX vs MTRIX Comparison Chart
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BALFX vs. MTRIX commentary
Apr 18, 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: 228B vs. MTRIX (7.39B). MTRIX pays higher dividends than BALFX: MTRIX (2.55) vs BALFX (1.95). BALFX was incepted earlier than MTRIX: BALFX (24 years) vs MTRIX (28 years). BALFX (0.62) is less costly to investors than MTRIX (0.47). BALFX is a more actively managed with annual turnover of: 171.00 vs. MTRIX (53.00). 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 : 2.71 vs. MTRIX (0.08). BALFX return over 5 years is better than : 31.91 vs. MTRIX (13.46).
| BALFX | MTRIX | BALFX / MTRIX | |
| Total Expense Ratio | 0.62 | 0.47 | 132% |
| Annual Report Gross Expense Ratio | 0.62 | 0.47 | 132% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -3.441 | -1.412 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 7.39B | 3,087% |
| Annual Yield % from dividends | 1.95 | 2.55 | 76% |
| Returns for 1 year | 2.71 | 0.08 | 3,567% |
| Returns for 3 years | 10.20 | -0.39 | -2,599% |
| Returns for 5 years | 31.91 | 13.46 | 237% |
| Returns for 10 years | 45.53 | 26.52 | 172% |
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