Interact to see
Advertisement
Advertisement
BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return R2
Price$20.24
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
BALFX vs MTRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MTRRX commentary
Oct 19, 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 MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. MTRRX (7.64B). MTRRX pays higher dividends than BALFX: MTRRX (2.07) vs BALFX (1.72). 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 : 8.67 vs. MTRRX (-1.00). BALFX return over 5 years is better than : 41.92 vs. MTRRX (8.73).
| 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 | 14.603 | 8.304 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.64B | 3,480% |
| Annual Yield % from dividends | 1.72 | 2.07 | 83% |
| Returns for 1 year | 8.67 | -1.00 | -869% |
| Returns for 3 years | 50.44 | 18.29 | 276% |
| Returns for 5 years | 41.92 | 8.73 | 480% |
| Returns for 10 years | 75.26 | 34.93 | 215% |
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 % |
| GGHCX | 39.18 | 0.25 | +0.64% |
| Invesco Health Care A | |||
| SGISX | 38.60 | 0.20 | +0.52% |
| Steward Global Equity Income Fund I | |||
| CIMFX | 27.42 | 0.02 | +0.07% |
| American Funds Income Fund of Amer 529F1 | |||
| ABIYX | 19.14 | 0.01 | +0.05% |
| AB International Value Advisor | |||
| FELCX | 88.90 | N/A | N/A |
| Fidelity Advisor Semiconductors C | |||