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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
MFS Total Return B
Price$19.48
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.68B
BALCX vs MTRBX Comparison Chart in %
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BALCX vs. MTRBX commentary
Dec 28, 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 StrongBuy and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MTRBX (7.68B). MTRBX pays higher dividends than BALCX: MTRBX (1.61) vs BALCX (1.08). 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 : 8.47 vs. MTRBX (3.35). BALCX return over 5 years is better than : 30.89 vs. MTRBX (2.06).
| 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 | 10.092 | 4.036 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.08 | 1.61 | 68% |
| Returns for 1 year | 8.47 | 3.35 | 252% |
| Returns for 3 years | 35.24 | 10.18 | 346% |
| Returns for 5 years | 30.89 | 2.06 | 1,499% |
| Returns for 10 years | 65.54 | 27.22 | 241% |
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