BALFX
Price
$37.17
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
MTRCX
Price
$20.16
Change
+$0.03 (+0.15%)
Updated
Jul 25 closing price
Net Assets
7.74B
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BALFX vs MTRCX

Header iconBALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCXBanner chart's image
American Funds American Balanced F1
Price$37.17
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MFS Total Return C
Price$20.16
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
BALFX vs MTRCX Comparison Chart in %
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BALFX vs. MTRCX commentary
Jul 27, 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 BALFX is a Buy and MTRCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. MTRCX (7.74B). BALFX pays higher dividends than MTRCX: BALFX (1.81) vs MTRCX (1.55). BALFX was incepted earlier than MTRCX: BALFX (24 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than BALFX (0.61). MTRCX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than MTRCX: BALFX (250) vs MTRCX (1000). BALFX annual gain was more profitable for investors over the last year : 10.22 vs. MTRCX (1.95). BALFX return over 5 years is better than : 39.48 vs. MTRCX (8.76).
BALFXMTRCXBALFX / MTRCX
Total Expense Ratio0.611.4741%
Annual Report Gross Expense Ratio0.611.4741%
Fund Existence24 years31 years-
Gain YTD9.0136.313143%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B7.74B3,282%
Annual Yield % from dividends1.811.55117%
Returns for 1 year10.221.95525%
Returns for 3 years34.669.98347%
Returns for 5 years39.488.76451%
Returns for 10 years64.9724.50265%
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