BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
MTRBX
Price
$19.94
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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BALCX vs MTRBX

Header iconBALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MFS Total Return B
Price$19.94
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
BALCX vs MTRBX Comparison Chart in %
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BALCX vs. MTRBX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. MTRBX (7.74B). MTRBX pays higher dividends than BALCX: MTRBX (1.54) vs BALCX (1.19). 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 : 7.03 vs. MTRBX (3.03). BALCX return over 5 years is better than : 37.14 vs. MTRBX (10.84).
BALCXMTRBXBALCX / MTRBX
Total Expense Ratio1.311.4789%
Annual Report Gross Expense Ratio1.311.4789%
Fund Existence24 years32 years-
Gain YTD7.6845.861131%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.191.5477%
Returns for 1 year7.033.03232%
Returns for 3 years32.5111.03295%
Returns for 5 years37.1410.84343%
Returns for 10 years58.1624.07242%
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