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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MTRBX (7.46B). MTRBX pays higher dividends than BALCX: MTRBX (1.65) vs BALCX (1.14). 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 : 11.18 vs. MTRBX (2.83). BALCX return over 5 years is better than : 29.01 vs. MTRBX (-3.78).
| 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 | 8.148 | 4.467 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.46B | 3,861% |
| Annual Yield % from dividends | 1.14 | 1.65 | 69% |
| Returns for 1 year | 11.18 | 2.83 | 396% |
| Returns for 3 years | 36.57 | 9.69 | 378% |
| Returns for 5 years | 29.01 | -3.78 | -767% |
| Returns for 10 years | 72.74 | 25.03 | 291% |
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