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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
MFS Total Return C
Price$19.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.68B
BALCX vs MTRCX Comparison Chart in %
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BALCX vs. MTRCX commentary
Dec 28, 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 StrongBuy and MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MTRCX (7.68B). MTRCX pays higher dividends than BALCX: MTRCX (1.62) vs BALCX (1.08). 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 : 8.47 vs. MTRCX (3.40). BALCX return over 5 years is better than : 30.89 vs. MTRCX (2.24).
| 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 | 10.092 | 4.081 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.08 | 1.62 | 67% |
| Returns for 1 year | 8.47 | 3.40 | 249% |
| Returns for 3 years | 35.24 | 10.32 | 342% |
| Returns for 5 years | 30.89 | 2.24 | 1,380% |
| Returns for 10 years | 65.54 | 27.49 | 238% |
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