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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return C
Price$20.37
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets7.67B
BALCX vs MTRCX Comparison Chart in %
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BALCX vs. MTRCX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MTRCX (7.67B). MTRCX pays higher dividends than BALCX: MTRCX (1.58) vs BALCX (1.12). 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 : 7.88 vs. MTRCX (-1.46). BALCX return over 5 years is better than : 37.80 vs. MTRCX (6.16).
| 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 | 13.983 | 7.884 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.12 | 1.58 | 71% |
| Returns for 1 year | 7.88 | -1.46 | -540% |
| Returns for 3 years | 47.51 | 16.59 | 286% |
| Returns for 5 years | 37.80 | 6.16 | 614% |
| Returns for 10 years | 67.75 | 28.60 | 237% |