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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
MFS Total Return B
Price$20.02
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.73B
BALCX vs MTRBX Comparison Chart in %
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BALCX vs. MTRBX commentary
Aug 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 BALCX is a Buy and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. MTRBX (7.73B). MTRBX pays higher dividends than BALCX: MTRBX (1.56) vs BALCX (1.18). BALCX was incepted earlier than MTRBX: BALCX (24 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than BALCX (1.31). MTRBX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than MTRBX: BALCX (250) vs MTRBX (1000). BALCX annual gain was more profitable for investors over the last year : 7.16 vs. MTRBX (0.45). BALCX return over 5 years is better than : 33.87 vs. MTRBX (6.66).
| BALCX | MTRBX | BALCX / MTRBX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 9.274 | 6.431 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.18 | 1.56 | 76% |
| Returns for 1 year | 7.16 | 0.45 | 1,582% |
| Returns for 3 years | 27.12 | 4.94 | 549% |
| Returns for 5 years | 33.87 | 6.66 | 509% |
| Returns for 10 years | 59.19 | 24.28 | 244% |
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