Interact to see
Advertisement
Advertisement
BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return I
Price$20.13
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
BALFX vs MTRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MTRIX 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 MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. MTRIX (7.68B). MTRIX pays higher dividends than BALFX: MTRIX (2.61) vs BALFX (1.70). 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 : 8.72 vs. MTRIX (-0.16). BALFX return over 5 years is better than : 39.44 vs. MTRIX (9.03).
| 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 | 14.780 | 9.682 | 153% |
| 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 | 1.70 | 2.61 | 65% |
| Returns for 1 year | 8.72 | -0.16 | -5,411% |
| Returns for 3 years | 42.49 | 14.13 | 301% |
| Returns for 5 years | 39.44 | 9.03 | 437% |
| Returns for 10 years | 73.97 | 43.94 | 168% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement