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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
MFS Total Return I
Price$19.17
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.79B
BALFX vs MTRIX Comparison Chart
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BALFX vs. MTRIX commentary
Jan 19, 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: 240B vs. MTRIX (7.79B). MTRIX pays higher dividends than BALFX: MTRIX (2.54) vs BALFX (2.21). BALFX was incepted earlier than MTRIX: BALFX (24 years) vs MTRIX (28 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. MTRIX (43.00). 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 : 12.25 vs. MTRIX (4.71). BALFX return over 5 years is better than : 29.72 vs. MTRIX (5.46).
| BALFX | MTRIX | BALFX / MTRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 1.953 | 1.429 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 2.21 | 2.54 | 87% |
| Returns for 1 year | 12.25 | 4.71 | 260% |
| Returns for 3 years | 12.28 | -2.86 | -430% |
| Returns for 5 years | 29.72 | 5.46 | 545% |
| Returns for 10 years | 55.85 | 33.42 | 167% |
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