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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MFS Total Return C
Price$20.07
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 07, 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: 252B 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 : 7.03 vs. MTRCX (3.03). BALCX return over 5 years is better than : 37.14 vs. MTRCX (10.98).
| 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 | 7.684 | 5.839 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.19 | 1.55 | 77% |
| Returns for 1 year | 7.03 | 3.03 | 232% |
| Returns for 3 years | 32.51 | 11.11 | 293% |
| Returns for 5 years | 37.14 | 10.98 | 338% |
| Returns for 10 years | 58.16 | 24.29 | 239% |
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