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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. MTRBX (7.57B). MTRBX pays higher dividends than BALCX: MTRBX (1.60) 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 : 11.76 vs. MTRBX (5.03). BALCX return over 5 years is better than : 29.99 vs. MTRBX (-1.67).
| 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 | 9.604 | 8.149 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 7.57B | 3,740% |
| Annual Yield % from dividends | 1.16 | 1.60 | 72% |
| Returns for 1 year | 11.76 | 5.03 | 234% |
| Returns for 3 years | 41.83 | 16.13 | 259% |
| Returns for 5 years | 29.99 | -1.67 | -1,797% |
| Returns for 10 years | 74.16 | 28.45 | 261% |
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