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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.83B
MFS Total Return I
Price$20.13
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.69B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Oct 18, 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 Hold and MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. MTRIX (7.69B). MTRIX pays higher dividends than BALCX: MTRIX (2.55) vs BALCX (1.12). 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 : 7.92 vs. MTRIX (-1.09). BALCX return over 5 years is better than : 37.66 vs. MTRIX (10.95).
| 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 | 13.865 | 8.324 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.69B | 3,457% |
| Annual Yield % from dividends | 1.12 | 2.55 | 44% |
| Returns for 1 year | 7.92 | -1.09 | -728% |
| Returns for 3 years | 48.39 | 20.58 | 235% |
| Returns for 5 years | 37.66 | 10.95 | 344% |
| Returns for 10 years | 67.51 | 41.15 | 164% |
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