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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
MFS Total Return I
Price$20.13
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Nov 14, 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 MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MTRIX (7.68B). MTRIX pays higher dividends than BALCX: MTRIX (2.61) vs BALCX (1.10). BALCX was incepted earlier than MTRIX: BALCX (25 years) vs MTRIX (29 years). BALCX (1.31) is less costly to investors than MTRIX (0.47). MTRIX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). MTRIX has a lower initial minimum investment than BALCX: MTRIX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. MTRIX (-0.16). BALCX return over 5 years is better than : 37.03 vs. MTRIX (9.03).
| BALCX | MTRIX | BALCX / MTRIX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 15.516 | 9.682 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.10 | 2.61 | 42% |
| Returns for 1 year | 9.12 | -0.16 | -5,660% |
| Returns for 3 years | 40.63 | 14.13 | 288% |
| Returns for 5 years | 37.03 | 9.03 | 410% |
| Returns for 10 years | 70.15 | 43.94 | 160% |
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