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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
MFS Total Return R2
Price$20.26
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.69B
BALCX vs MTRRX Comparison Chart in %
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BALCX vs. MTRRX commentary
Sep 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 Hold and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. MTRRX (7.69B). MTRRX pays higher dividends than BALCX: MTRRX (2.04) vs BALCX (1.16). BALCX was incepted earlier than MTRRX: BALCX (25 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 : 7.00 vs. MTRRX (-0.13). BALCX return over 5 years is better than : 39.74 vs. MTRRX (12.62).
| BALCX | MTRRX | BALCX / MTRRX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 12.273 | 8.190 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 7.69B | 3,406% |
| Annual Yield % from dividends | 1.16 | 2.04 | 57% |
| Returns for 1 year | 7.00 | -0.13 | -5,245% |
| Returns for 3 years | 47.86 | 21.00 | 228% |
| Returns for 5 years | 39.74 | 12.62 | 315% |
| Returns for 10 years | 74.21 | 40.62 | 183% |
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