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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MFS Total Return B
Price$19.33
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets7.55B
BALCX vs MTRBX Comparison Chart
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BALCX vs. MTRBX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. MTRBX (7.55B). MTRBX pays higher dividends than BALCX: MTRBX (1.56) vs BALCX (1.24). 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 : 4.49 vs. MTRBX (-0.23). BALCX return over 5 years is better than : 34.15 vs. MTRBX (8.31).
| 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 | 4.121 | 2.483 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.24 | 1.56 | 79% |
| Returns for 1 year | 4.49 | -0.23 | -1,928% |
| Returns for 3 years | 30.13 | 9.99 | 302% |
| Returns for 5 years | 34.15 | 8.31 | 411% |
| Returns for 10 years | 51.38 | 19.51 | 263% |
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