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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$39.19
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
MFS Total Return R2
Price$20.37
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets7.67B
BALCX vs MTRRX Comparison Chart in %
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BALCX vs. MTRRX commentary
Nov 13, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 268B vs. MTRRX (7.67B). MTRRX pays higher dividends than BALCX: MTRRX (2.13) vs BALCX (1.10). 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 : 9.12 vs. MTRRX (-0.61). BALCX return over 5 years is better than : 37.03 vs. MTRRX (6.48).
| 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 | 15.516 | 9.228 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 7.67B | 3,496% |
| Annual Yield % from dividends | 1.10 | 2.13 | 52% |
| Returns for 1 year | 9.12 | -0.61 | -1,493% |
| Returns for 3 years | 40.63 | 12.52 | 324% |
| Returns for 5 years | 37.03 | 6.48 | 572% |
| Returns for 10 years | 70.15 | 37.10 | 189% |
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