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BALCX vs MTRCX
BALCX vs MTRCX Comparison
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BALCX vs MTRCX Comparison Chart in %
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BALCX vs. MTRCX commentary
Sep 12, 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 MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. MTRCX (7.34B). MTRCX pays higher dividends than BALCX: MTRCX (1.59) vs BALCX (1.14). BALCX was incepted earlier than MTRCX: BALCX (26 years) vs MTRCX (32 years). MTRCX (1.47) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. MTRCX (41.00). BALCX has a lower initial minimum investment than MTRCX: BALCX (250) vs MTRCX (1000). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. MTRCX (0.85). BALCX return over 5 years is better than : 27.49 vs. MTRCX (-3.73).
| BALCX | MTRCX | BALCX / MTRCX | |
| Total Expense Ratio | 1.30 | 1.47 | 88% |
| Annual Report Gross Expense Ratio | 1.30 | 1.47 | 88% |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 7.959 | 5.342 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.14 | 1.59 | 72% |
| Returns for 1 year | 5.86 | 0.85 | 688% |
| Returns for 3 years | 38.31 | 12.05 | 318% |
| Returns for 5 years | 27.49 | -3.73 | -738% |
| Returns for 10 years | 75.19 | 27.80 | 270% |
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