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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
MFS Total Return I
Price$20.06
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.78B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Sep 08, 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: 258B vs. MTRIX (7.78B). MTRIX pays higher dividends than BALCX: MTRIX (2.52) vs BALCX (1.16). 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 (0.90). BALCX return over 5 years is better than : 35.50 vs. MTRIX (12.76).
| 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 | 10.835 | 8.054 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 7.78B | 3,318% |
| Annual Yield % from dividends | 1.16 | 2.52 | 46% |
| Returns for 1 year | 9.12 | 0.90 | 1,017% |
| Returns for 3 years | 37.20 | 15.77 | 236% |
| Returns for 5 years | 35.50 | 12.76 | 278% |
| Returns for 10 years | 67.85 | 43.39 | 156% |
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