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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return B
Price$20.19
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
BALCX vs MTRBX Comparison Chart in %
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BALCX vs. MTRBX commentary
Sep 09, 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: 259B vs. MTRBX (7.75B). MTRBX pays higher dividends than BALCX: MTRBX (1.54) vs BALCX (1.16). 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 : 10.89 vs. MTRBX (0.73). BALCX return over 5 years is better than : 36.42 vs. MTRBX (7.84).
| 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 | 11.277 | 7.483 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.16 | 1.54 | 76% |
| Returns for 1 year | 10.89 | 0.73 | 1,492% |
| Returns for 3 years | 34.57 | 9.94 | 348% |
| Returns for 5 years | 36.42 | 7.84 | 465% |
| Returns for 10 years | 69.02 | 30.50 | 226% |
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