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BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MFS Total Return R2
Price$19.95
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
BALCX vs MTRRX Comparison Chart in %
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BALCX vs. MTRRX commentary
Jul 06, 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: 252B 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 : 7.03 vs. MTRRX (3.54). BALCX return over 5 years is better than : 37.14 vs. MTRRX (7.33).
| 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 | 7.684 | 6.150 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.19 | 2.06 | 58% |
| Returns for 1 year | 7.03 | 3.54 | 199% |
| Returns for 3 years | 32.51 | 12.75 | 255% |
| Returns for 5 years | 37.14 | 7.33 | 507% |
| Returns for 10 years | 58.16 | 30.51 | 191% |
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