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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
MFS Total Return R2
Price$19.88
Change-$0.41 (-2.02%)
VolumeN/A
Net Assets7.74B
BALCX vs MTRRX Comparison Chart in %
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BALCX vs. MTRRX commentary
Feb 05, 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 MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. MTRRX (7.74B). MTRRX pays higher dividends than BALCX: MTRRX (2.14) vs BALCX (1.25). 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). BALCX is a more actively managed with annual turnover of: 44.00 vs. MTRRX (41.00). 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 : 10.51 vs. MTRRX (5.11). BALCX return over 5 years is better than : 31.49 vs. MTRRX (4.68).
| 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 | 2.396 | 2.925 | 82% |
| 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 | 2.14 | 58% |
| Returns for 1 year | 10.51 | 5.11 | 206% |
| Returns for 3 years | 33.72 | 10.00 | 337% |
| Returns for 5 years | 31.49 | 4.68 | 673% |
| Returns for 10 years | 79.52 | 42.97 | 185% |
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