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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
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.
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).
| BALCX | MTRIX | BALCX / MTRIX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 8.597 | 6.930 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.19 | 2.55 | 47% |
| Returns for 1 year | 9.43 | 2.93 | 322% |
| Returns for 3 years | 32.20 | 13.25 | 243% |
| Returns for 5 years | 35.43 | 14.08 | 252% |
| Returns for 10 years | 58.21 | 37.15 | 157% |
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