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BALCX vs MTRBX
BALCX vs MTRBX Comparison
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BALCX vs MTRBX Comparison Chart in %
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BALCX vs. MTRBX commentary
Sep 13, 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: 285B vs. MTRBX (7.36B). MTRBX pays higher dividends than BALCX: MTRBX (1.57) vs BALCX (1.14). BALCX was incepted earlier than MTRBX: BALCX (26 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 : 5.86 vs. MTRBX (0.87). BALCX return over 5 years is better than : 27.49 vs. MTRBX (-3.86).
| BALCX | MTRBX | BALCX / MTRBX | |
| Total Expense Ratio | 1.30 | 1.47 | 88% |
| Annual Report Gross Expense Ratio | 1.30 | 1.47 | 88% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 7.959 | 5.407 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.36B | 3,873% |
| Annual Yield % from dividends | 1.14 | 1.57 | 73% |
| Returns for 1 year | 5.86 | 0.87 | 672% |
| Returns for 3 years | 38.31 | 11.94 | 321% |
| Returns for 5 years | 27.49 | -3.86 | -711% |
| Returns for 10 years | 75.19 | 27.51 | 273% |
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