Interact to see
Advertisement
Advertisement
BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MFS Total Return C
Price$19.46
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets7.55B
BALCX vs MTRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRCX commentary
Jun 16, 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: 244B vs. MTRCX (7.55B). MTRCX pays higher dividends than BALCX: MTRCX (1.57) vs BALCX (1.24). 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 : 4.49 vs. MTRCX (-0.21). BALCX return over 5 years is better than : 34.15 vs. MTRCX (8.46).
| BALCX | MTRCX | BALCX / MTRCX | |
| Total Expense Ratio | 1.31 | 1.47 | 89% |
| Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 4.121 | 2.481 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.24 | 1.57 | 79% |
| Returns for 1 year | 4.49 | -0.21 | -2,130% |
| Returns for 3 years | 30.13 | 10.08 | 299% |
| Returns for 5 years | 34.15 | 8.46 | 404% |
| Returns for 10 years | 51.38 | 19.74 | 260% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement