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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$39.19
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
MFS Total Return B
Price$20.36
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets7.67B
BALCX vs MTRBX Comparison Chart in %
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BALCX vs. MTRBX commentary
Nov 14, 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: 268B vs. MTRBX (7.67B). MTRBX pays higher dividends than BALCX: MTRBX (1.62) vs BALCX (1.10). 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 : 9.12 vs. MTRBX (-1.11). BALCX return over 5 years is better than : 37.03 vs. MTRBX (3.80).
| 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 | 15.516 | 8.736 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 7.67B | 3,496% |
| Annual Yield % from dividends | 1.10 | 1.62 | 68% |
| Returns for 1 year | 9.12 | -1.11 | -825% |
| Returns for 3 years | 40.63 | 10.80 | 376% |
| Returns for 5 years | 37.03 | 3.80 | 973% |
| Returns for 10 years | 70.15 | 30.34 | 231% |
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