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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return B
Price$20.23
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
BALCX vs MTRBX Comparison Chart in %
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BALCX vs. MTRBX commentary
Oct 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 BALCX is a Buy and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MTRBX (7.64B). MTRBX pays higher dividends than BALCX: MTRBX (1.57) vs BALCX (1.12). BALCX was incepted earlier than MTRBX: BALCX (25 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 : 7.88 vs. MTRBX (-1.49). BALCX return over 5 years is better than : 37.80 vs. MTRBX (6.00).
| BALCX | MTRBX | BALCX / MTRBX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 13.983 | 7.865 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.64B | 3,480% |
| Annual Yield % from dividends | 1.12 | 1.57 | 71% |
| Returns for 1 year | 7.88 | -1.49 | -529% |
| Returns for 3 years | 47.51 | 16.55 | 287% |
| Returns for 5 years | 37.80 | 6.00 | 630% |
| Returns for 10 years | 67.75 | 28.34 | 239% |
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