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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MFS Total Return R2
Price$20.04
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
BALCX vs MTRRX Comparison Chart in %
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BALCX vs. MTRRX commentary
Jul 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 Buy and MTRRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. MTRRX (7.74B). MTRRX pays higher dividends than BALCX: MTRRX (2.06) vs BALCX (1.19). BALCX was incepted earlier than MTRRX: BALCX (24 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 : 9.43 vs. MTRRX (2.40). BALCX return over 5 years is better than : 35.43 vs. MTRRX (11.40).
| BALCX | MTRRX | BALCX / MTRRX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 8.597 | 6.629 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.19 | 2.06 | 58% |
| Returns for 1 year | 9.43 | 2.40 | 394% |
| Returns for 3 years | 32.20 | 11.60 | 278% |
| Returns for 5 years | 35.43 | 11.40 | 311% |
| Returns for 10 years | 58.21 | 30.67 | 190% |
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