BALFX
Price
$36.85
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MTRCX
Price
$20.07
Change
+$0.03 (+0.15%)
Updated
Jul 3 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$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return C
Price$20.07
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 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B 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 : 7.83 vs. MTRCX (3.03). BALFX return over 5 years is better than : 41.29 vs. MTRCX (10.98).
BALFXMTRCXBALFX / MTRCX
Total Expense Ratio0.611.4741%
Annual Report Gross Expense Ratio0.611.4741%
Fund Existence24 years31 years-
Gain YTD8.0755.839138%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.811.55117%
Returns for 1 year7.833.03258%
Returns for 3 years35.0311.11315%
Returns for 5 years41.2910.98376%
Returns for 10 years64.9424.29267%
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