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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
MFS Total Return I
Price$19.38
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets7.68B
BALFX vs MTRIX Comparison Chart in %
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BALFX vs. MTRIX commentary
Dec 26, 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 MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MTRIX (7.68B). MTRIX pays higher dividends than BALFX: MTRIX (2.57) vs BALFX (1.67). BALFX was incepted earlier than MTRIX: BALFX (25 years) vs MTRIX (29 years). BALFX (0.61) is less costly to investors than MTRIX (0.47). MTRIX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MTRIX has a lower initial minimum investment than BALFX: MTRIX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 9.14 vs. MTRIX (4.38). BALFX return over 5 years is better than : 34.52 vs. MTRIX (7.10).
| BALFX | MTRIX | BALFX / MTRIX | |
| Total Expense Ratio | 0.61 | 0.47 | 130% |
| Annual Report Gross Expense Ratio | 0.61 | 0.47 | 130% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 10.604 | 4.918 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.67 | 2.57 | 65% |
| Returns for 1 year | 9.14 | 4.38 | 209% |
| Returns for 3 years | 37.54 | 13.14 | 286% |
| Returns for 5 years | 34.52 | 7.10 | 486% |
| Returns for 10 years | 73.52 | 40.67 | 181% |
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