BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
MTRIX
Price
$19.94
Change
+$0.03 (+0.15%)
Updated
Jul 25 closing price
Net Assets
7.74B
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BALCX vs MTRIX

Header iconBALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MFS Total Return I
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. MTRIX (7.74B). MTRIX pays higher dividends than BALCX: MTRIX (2.55) vs BALCX (1.19). BALCX was incepted earlier than MTRIX: BALCX (24 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 : 9.43 vs. MTRIX (2.93). BALCX return over 5 years is better than : 35.43 vs. MTRIX (14.08).
BALCXMTRIXBALCX / MTRIX
Total Expense Ratio1.310.47279%
Annual Report Gross Expense Ratio1.310.47279%
Fund Existence24 years29 years-
Gain YTD8.5976.930124%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B7.74B3,282%
Annual Yield % from dividends1.192.5547%
Returns for 1 year9.432.93322%
Returns for 3 years32.2013.25243%
Returns for 5 years35.4314.08252%
Returns for 10 years58.2137.15157%
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