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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
MFS Total Return I
Price$19.76
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets7.74B
BALFX vs MTRIX Comparison Chart in %
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BALFX vs. MTRIX commentary
Feb 04, 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 MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. MTRIX (7.74B). MTRIX pays higher dividends than BALFX: MTRIX (2.62) vs BALFX (1.86). 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). BALFX is a more actively managed with annual turnover of: 44.00 vs. MTRIX (41.00). 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 : 11.33 vs. MTRIX (5.52). BALFX return over 5 years is better than : 35.49 vs. MTRIX (7.12).
| 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 | 2.457 | 2.984 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 1.86 | 2.62 | 71% |
| Returns for 1 year | 11.33 | 5.52 | 205% |
| Returns for 3 years | 36.69 | 11.51 | 319% |
| Returns for 5 years | 35.49 | 7.12 | 498% |
| Returns for 10 years | 87.98 | 49.97 | 176% |
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