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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return C
Price$20.37
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets7.67B
BALFX vs MTRCX Comparison Chart in %
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BALFX vs. MTRCX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. MTRCX (7.67B). BALFX pays higher dividends than MTRCX: BALFX (1.72) vs MTRCX (1.58). BALFX was incepted earlier than MTRCX: BALFX (25 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 : 8.67 vs. MTRCX (-1.46). BALFX return over 5 years is better than : 41.92 vs. MTRCX (6.16).
| BALFX | MTRCX | BALFX / MTRCX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 14.603 | 7.884 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.72 | 1.58 | 109% |
| Returns for 1 year | 8.67 | -1.46 | -594% |
| Returns for 3 years | 50.44 | 16.59 | 304% |
| Returns for 5 years | 41.92 | 6.16 | 680% |
| Returns for 10 years | 75.26 | 28.60 | 263% |
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