Interact to see
Advertisement
Advertisement
BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return C
Price$20.37
Change-$0.13 (-0.63%)
VolumeN/A
Net Assets7.68B
BALFX vs MTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MTRCX commentary
Nov 14, 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: 269B vs. MTRCX (7.68B). BALFX (1.70) and MTRCX (1.63) 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 : 9.94 vs. MTRCX (-1.08). BALFX return over 5 years is better than : 41.19 vs. MTRCX (3.97).
| 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 | 16.221 | 8.750 | 185% |
| 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 | 1.70 | 1.63 | 104% |
| Returns for 1 year | 9.94 | -1.08 | -921% |
| Returns for 3 years | 43.43 | 10.93 | 397% |
| Returns for 5 years | 41.19 | 3.97 | 1,038% |
| Returns for 10 years | 77.81 | 30.66 | 254% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OGMNX | 51.48 | 1.57 | +3.15% |
| Invesco Gold & Special Minerals R | |||
| GSVUX | 18.26 | 0.04 | +0.22% |
| Goldman Sachs Large Cap Value R6 | |||
| FFMMX | 62.97 | 0.13 | +0.21% |
| American Funds American Mutual 529-F-2 | |||
| GSEUX | 75.75 | 0.02 | +0.03% |
| Goldman Sachs US Equity Insights R6 | |||
| ARGYX | 9.30 | -0.05 | -0.53% |
| Invesco Global Real Estate Y | |||