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BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
BALCX vs MTRBX Comparison Chart in %
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BALCX vs. MTRBX commentary
Jun 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 BALCX is a Hold and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. MTRBX (7.45B). MTRBX pays higher dividends than BALCX: MTRBX (1.66) vs BALCX (1.16). BALCX was incepted earlier than MTRBX: BALCX (25 years) vs MTRBX (33 years). MTRBX (1.47) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. MTRBX (41.00). BALCX has a lower initial minimum investment than MTRBX: BALCX (250) vs MTRBX (1000). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. MTRBX (4.41). BALCX return over 5 years is better than : 31.27 vs. MTRBX (-5.46).
| BALCX | MTRBX | BALCX / MTRBX | |
| Total Expense Ratio | 1.30 | 1.47 | 88% |
| Annual Report Gross Expense Ratio | 1.30 | 1.47 | 88% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 9.372 | 2.671 | 351% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 7.45B | 3,744% |
| Annual Yield % from dividends | 1.16 | 1.66 | 70% |
| Returns for 1 year | 16.84 | 4.41 | 382% |
| Returns for 3 years | 42.32 | 11.16 | 379% |
| Returns for 5 years | 31.27 | -5.46 | -573% |
| Returns for 10 years | 77.17 | 25.41 | 304% |
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