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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
MFS Total Return I
Price$20.28
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets7.66B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MTRIX (7.66B). 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 : 8.45 vs. MTRIX (-1.73). BALCX return over 5 years is better than : 34.89 vs. MTRIX (6.74).
| 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 | 15.810 | 9.195 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.66B | 3,511% |
| Annual Yield % from dividends | 1.08 | 2.57 | 42% |
| Returns for 1 year | 8.45 | -1.73 | -488% |
| Returns for 3 years | 37.32 | 10.66 | 350% |
| Returns for 5 years | 34.89 | 6.74 | 518% |
| Returns for 10 years | 66.76 | 40.66 | 164% |
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