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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$39.71
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets271.11B
MFS Total Return R2
Price$20.29
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.62B
BALFX vs MTRRX Comparison Chart in %
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BALFX vs. MTRRX commentary
Dec 04, 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 MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 271B vs. MTRRX (7.62B). MTRRX pays higher dividends than BALFX: MTRRX (2.10) vs BALFX (1.67). BALFX was incepted earlier than MTRRX: BALFX (25 years) vs MTRRX (22 years). MTRRX (0.97) is less costly to investors than BALFX (0.61). MTRRX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 9.26 vs. MTRRX (-2.18). BALFX return over 5 years is better than : 38.94 vs. MTRRX (4.23).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 16.544 | 8.745 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 7.62B | 3,555% |
| Annual Yield % from dividends | 1.67 | 2.10 | 79% |
| Returns for 1 year | 9.26 | -2.18 | -426% |
| Returns for 3 years | 40.12 | 9.16 | 438% |
| Returns for 5 years | 38.94 | 4.23 | 920% |
| Returns for 10 years | 74.26 | 34.05 | 218% |
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