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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
MFS Total Return B
Price$19.87
Change-$0.41 (-2.02%)
VolumeN/A
Net Assets7.74B
BALCX vs MTRBX Comparison Chart in %
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BALCX vs. MTRBX commentary
Feb 05, 2026
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 Hold and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. MTRBX (7.74B). MTRBX pays higher dividends than BALCX: MTRBX (1.63) vs BALCX (1.25). 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). BALCX is a more actively managed with annual turnover of: 44.00 vs. MTRBX (41.00). 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 : 10.51 vs. MTRBX (4.58). BALCX return over 5 years is better than : 31.49 vs. MTRBX (2.09).
| 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 | 2.396 | 2.883 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 1.25 | 1.63 | 77% |
| Returns for 1 year | 10.51 | 4.58 | 229% |
| Returns for 3 years | 33.72 | 8.35 | 404% |
| Returns for 5 years | 31.49 | 2.09 | 1,510% |
| Returns for 10 years | 79.52 | 36.05 | 221% |
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