Interact to see
Advertisement
Advertisement
BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$36.96
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
MFS Total Return R2
Price$20.02
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.73B
BALCX vs MTRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRRX commentary
Aug 20, 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 MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. MTRRX (7.73B). MTRRX pays higher dividends than BALCX: MTRRX (2.08) vs BALCX (1.18). BALCX was incepted earlier than MTRRX: BALCX (24 years) vs MTRRX (22 years). BALCX (1.31) is less costly to investors than MTRRX (0.97). MTRRX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). MTRRX has a lower initial minimum investment than BALCX: MTRRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.01 vs. MTRRX (0.60). BALCX return over 5 years is better than : 33.97 vs. MTRRX (9.61).
| BALCX | MTRRX | BALCX / MTRRX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.245 | 6.715 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.18 | 2.08 | 57% |
| Returns for 1 year | 7.01 | 0.60 | 1,161% |
| Returns for 3 years | 28.62 | 7.81 | 366% |
| Returns for 5 years | 33.97 | 9.61 | 353% |
| Returns for 10 years | 65.17 | 34.70 | 188% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement