Interact to see
Advertisement
Advertisement
BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
MFS Total Return C
Price$20.53
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets7.66B
BALFX vs MTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MTRCX commentary
Dec 04, 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 StrongBuy and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MTRCX (7.66B). BALFX (1.67) and MTRCX (1.62) have matching dividends . 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 : 9.26 vs. MTRCX (-2.63). BALFX return over 5 years is better than : 38.94 vs. MTRCX (1.82).
| 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 | 16.544 | 8.272 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.66B | 3,511% |
| Annual Yield % from dividends | 1.67 | 1.62 | 103% |
| Returns for 1 year | 9.26 | -2.63 | -352% |
| Returns for 3 years | 40.12 | 7.62 | 526% |
| Returns for 5 years | 38.94 | 1.82 | 2,138% |
| Returns for 10 years | 74.26 | 27.74 | 268% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement