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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$39.37
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets271.11B
MFS Total Return R2
Price$20.29
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.62B
BALCX vs MTRRX Comparison Chart in %
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BALCX vs. MTRRX commentary
Dec 04, 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 StrongBuy and MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 271B vs. MTRRX (7.62B). MTRRX pays higher dividends than BALCX: MTRRX (2.10) vs BALCX (1.08). 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 : 8.45 vs. MTRRX (-2.18). BALCX return over 5 years is better than : 34.89 vs. MTRRX (4.23).
| 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 | 15.810 | 8.745 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 7.62B | 3,555% |
| Annual Yield % from dividends | 1.08 | 2.10 | 52% |
| Returns for 1 year | 8.45 | -2.18 | -388% |
| Returns for 3 years | 37.32 | 9.16 | 408% |
| Returns for 5 years | 34.89 | 4.23 | 824% |
| Returns for 10 years | 66.76 | 34.05 | 196% |
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