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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
MFS Total Return C
Price$20.30
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
BALCX vs MTRCX Comparison Chart in %
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BALCX vs. MTRCX commentary
Sep 08, 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 MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. MTRCX (7.75B). MTRCX pays higher dividends than BALCX: MTRCX (1.55) vs BALCX (1.16). BALCX was incepted earlier than MTRCX: BALCX (25 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than BALCX (1.31). MTRCX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than MTRCX: BALCX (250) vs MTRCX (1000). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. MTRCX (-0.04). BALCX return over 5 years is better than : 35.50 vs. MTRCX (7.51).
| BALCX | MTRCX | BALCX / MTRCX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 10.835 | 7.345 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 7.75B | 3,329% |
| Annual Yield % from dividends | 1.16 | 1.55 | 75% |
| Returns for 1 year | 9.12 | -0.04 | -25,518% |
| Returns for 3 years | 37.20 | 12.46 | 298% |
| Returns for 5 years | 35.50 | 7.51 | 473% |
| Returns for 10 years | 67.85 | 30.19 | 225% |
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