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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
MFS Total Return C
Price$20.30
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
BALFX vs MTRCX Comparison Chart in %
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BALFX vs. MTRCX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 258B vs. MTRCX (7.75B). BALFX pays higher dividends than MTRCX: BALFX (1.77) vs MTRCX (1.55). 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 : 9.94 vs. MTRCX (-0.04). BALFX return over 5 years is better than : 39.60 vs. MTRCX (7.51).
| 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 | 11.360 | 7.345 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 7.75B | 3,329% |
| Annual Yield % from dividends | 1.77 | 1.55 | 114% |
| Returns for 1 year | 9.94 | -0.04 | -27,791% |
| Returns for 3 years | 39.77 | 12.46 | 319% |
| Returns for 5 years | 39.60 | 7.51 | 528% |
| Returns for 10 years | 75.07 | 30.19 | 249% |
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