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BALCX vs MTRCX
BALCX vs MTRCX Comparison
Open Charts BALCX vs MTRCX
American Funds American Balanced C
Price$38.30
Change+$0.57 (+1.51%)
VolumeN/A
Net Assets269.72B
MFS Total Return C
Price$20.39
Change+$0.22 (+1.09%)
VolumeN/A
Net Assets7.88B
BALCX vs MTRCX Comparison Chart in %
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BALCX vs. MTRCX commentary
Feb 09, 2026
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 Hold and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. MTRCX (7.88B). MTRCX pays higher dividends than BALCX: MTRCX (1.64) vs BALCX (1.25). BALCX was incepted earlier than MTRCX: BALCX (25 years) vs MTRCX (32 years). MTRCX (1.47) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. MTRCX (41.00). 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 : 9.76 vs. MTRCX (5.53). BALCX return over 5 years is better than : 32.26 vs. MTRCX (4.06).
| 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 | 32 years | - |
| Gain YTD | 3.096 | 4.763 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.88B | 3,427% |
| Annual Yield % from dividends | 1.25 | 1.64 | 76% |
| Returns for 1 year | 9.76 | 5.53 | 176% |
| Returns for 3 years | 34.55 | 10.45 | 330% |
| Returns for 5 years | 32.26 | 4.06 | 794% |
| Returns for 10 years | 82.28 | 39.97 | 206% |
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