BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
MTRCX
Price
$20.16
Change
+$0.03 (+0.15%)
Updated
Jul 25 closing price
Net Assets
7.74B
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BALCX vs MTRCX

Header iconBALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MFS Total Return C
Price$20.16
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
BALCX vs MTRCX Comparison Chart in %
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BALCX vs. MTRCX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. MTRCX (7.74B). MTRCX pays higher dividends than BALCX: MTRCX (1.55) vs BALCX (1.19). BALCX was incepted earlier than MTRCX: BALCX (24 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 : 9.43 vs. MTRCX (1.95). BALCX return over 5 years is better than : 35.43 vs. MTRCX (8.76).
BALCXMTRCXBALCX / MTRCX
Total Expense Ratio1.311.4789%
Annual Report Gross Expense Ratio1.311.4789%
Fund Existence24 years31 years-
Gain YTD8.5976.313136%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B7.74B3,282%
Annual Yield % from dividends1.191.5577%
Returns for 1 year9.431.95484%
Returns for 3 years32.209.98322%
Returns for 5 years35.438.76405%
Returns for 10 years58.2124.50238%
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