Interact to see
Advertisement
Advertisement
BALCX vs MTRBX
BALCX vs MTRBX Comparison
Open Charts BALCX vs MTRBX
BALCX vs MTRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRBX commentary
Aug 03, 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 Buy and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MTRBX (7.49B). MTRBX pays higher dividends than BALCX: MTRBX (1.48) 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 : 10.48 vs. MTRBX (4.24). BALCX return over 5 years is better than : 28.31 vs. MTRBX (-3.43).
| 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 | 7.959 | 5.458 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.49B | 3,847% |
| Annual Yield % from dividends | 1.16 | 1.48 | 78% |
| Returns for 1 year | 10.48 | 4.24 | 247% |
| Returns for 3 years | 35.58 | 9.23 | 386% |
| Returns for 5 years | 28.31 | -3.43 | -825% |
| Returns for 10 years | 73.63 | 26.57 | 277% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers