Interact to see
Advertisement
Advertisement
BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$38.63
Change+$0.57 (+1.50%)
VolumeN/A
Net Assets269.72B
MFS Total Return C
Price$20.39
Change+$0.22 (+1.09%)
VolumeN/A
Net Assets7.88B
BALFX vs MTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MTRCX commentary
Feb 09, 2026
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 Hold and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. MTRCX (7.88B). BALFX pays higher dividends than MTRCX: BALFX (1.86) vs MTRCX (1.64). BALFX was incepted earlier than MTRCX: BALFX (25 years) vs MTRCX (32 years). MTRCX (1.47) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. MTRCX (41.00). 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 : 10.57 vs. MTRCX (5.53). BALFX return over 5 years is better than : 36.27 vs. MTRCX (4.06).
| 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 | 32 years | - |
| Gain YTD | 3.151 | 4.763 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.88B | 3,427% |
| Annual Yield % from dividends | 1.86 | 1.64 | 113% |
| Returns for 1 year | 10.57 | 5.53 | 191% |
| Returns for 3 years | 37.48 | 10.45 | 359% |
| Returns for 5 years | 36.27 | 4.06 | 893% |
| Returns for 10 years | 90.84 | 39.97 | 227% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| OOQB | 9.66 | 1.15 | +13.57% |
| One+One Nasdaq-100 and Bitcoin ETF | |||
| VUG | 468.59 | 9.71 | +2.12% |
| Vanguard Growth ETF | |||
| EHI | 6.51 | 0.05 | +0.77% |
| Western Asset Global High Income Fund | |||
| TBUX | 49.92 | 0.01 | +0.02% |
| T. Rowe Price Ultra Short-Term Bond ETF | |||
| XHYI | 38.12 | N/A | N/A |
| BondBloxx US High Yield Indstrl Sctr ETF | |||