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BALCX vs MTRIX
BALCX vs MTRIX Comparison
Open Charts BALCX vs MTRIX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
MFS Total Return I
Price$19.76
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets7.74B
BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. MTRIX (7.74B). MTRIX pays higher dividends than BALCX: MTRIX (2.62) vs BALCX (1.25). 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). BALCX is a more actively managed with annual turnover of: 44.00 vs. MTRIX (41.00). 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 : 10.51 vs. MTRIX (5.52). BALCX return over 5 years is better than : 31.49 vs. MTRIX (7.12).
| 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 | 2.396 | 2.984 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 1.25 | 2.62 | 48% |
| Returns for 1 year | 10.51 | 5.52 | 190% |
| Returns for 3 years | 33.72 | 11.51 | 293% |
| Returns for 5 years | 31.49 | 7.12 | 442% |
| Returns for 10 years | 79.52 | 49.97 | 159% |
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