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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
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 MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. MTRCX (7.57B). MTRCX pays higher dividends than BALCX: MTRCX (1.62) vs BALCX (1.16). BALCX was incepted earlier than MTRCX: BALCX (25 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 : 11.76 vs. MTRCX (5.08). BALCX return over 5 years is better than : 29.99 vs. MTRCX (-1.50).
| BALCX | MTRCX | BALCX / MTRCX | |
| Total Expense Ratio | 1.30 | 1.47 | 88% |
| Annual Report Gross Expense Ratio | 1.30 | 1.47 | 88% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 9.604 | 8.110 | 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 | 1.62 | 71% |
| Returns for 1 year | 11.76 | 5.08 | 232% |
| Returns for 3 years | 41.83 | 16.26 | 257% |
| Returns for 5 years | 29.99 | -1.50 | -2,000% |
| Returns for 10 years | 74.16 | 28.72 | 258% |
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