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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$37.65
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
MFS Total Return C
Price$19.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.68B
BALFX vs MTRCX Comparison Chart in %
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BALFX vs. MTRCX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MTRCX (7.68B). 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 : 9.10 vs. MTRCX (3.40). BALFX return over 5 years is better than : 34.67 vs. MTRCX (2.24).
| 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 | 10.722 | 4.081 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.67 | 1.62 | 103% |
| Returns for 1 year | 9.10 | 3.40 | 267% |
| Returns for 3 years | 37.97 | 10.32 | 368% |
| Returns for 5 years | 34.67 | 2.24 | 1,549% |
| Returns for 10 years | 73.06 | 27.49 | 266% |
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