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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
MFS Total Return R2
Price$19.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.68B
BALCX vs MTRRX Comparison Chart in %
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BALCX vs. MTRRX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. MTRRX (7.68B). 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 : 8.47 vs. MTRRX (3.82). BALCX return over 5 years is better than : 30.89 vs. MTRRX (4.60).
| 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 | 10.092 | 4.509 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.08 | 2.10 | 52% |
| Returns for 1 year | 8.47 | 3.82 | 222% |
| Returns for 3 years | 35.24 | 11.78 | 299% |
| Returns for 5 years | 30.89 | 4.60 | 672% |
| Returns for 10 years | 65.54 | 33.69 | 195% |
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