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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$37.32
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
MFS Total Return I
Price$19.38
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets7.68B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Dec 26, 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 MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MTRIX (7.68B). MTRIX pays higher dividends than BALCX: MTRIX (2.57) vs BALCX (1.08). 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 : 8.54 vs. MTRIX (4.38). BALCX return over 5 years is better than : 30.78 vs. MTRIX (7.10).
| 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 | 10.004 | 4.918 | 203% |
| 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 | 1.08 | 2.57 | 42% |
| Returns for 1 year | 8.54 | 4.38 | 195% |
| Returns for 3 years | 34.84 | 13.14 | 265% |
| Returns for 5 years | 30.78 | 7.10 | 433% |
| Returns for 10 years | 66.04 | 40.67 | 162% |
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