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BALCX vs MTRIX
BALCX vs MTRIX Comparison
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BALCX vs MTRIX Comparison Chart in %
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BALCX vs. MTRIX commentary
Jun 04, 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 MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. MTRIX (7.45B). MTRIX pays higher dividends than BALCX: MTRIX (2.67) vs BALCX (1.16). BALCX was incepted earlier than MTRIX: BALCX (25 years) vs MTRIX (29 years). BALCX (1.30) is less costly to investors than MTRIX (0.47). BALCX is a more actively managed with annual turnover of: 50.00 vs. MTRIX (41.00). MTRIX has a lower initial minimum investment than BALCX: MTRIX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. MTRIX (5.43). BALCX return over 5 years is better than : 31.27 vs. MTRIX (-0.72).
| BALCX | MTRIX | BALCX / MTRIX | |
| Total Expense Ratio | 1.30 | 0.47 | 277% |
| Annual Report Gross Expense Ratio | 1.30 | 0.47 | 277% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 9.372 | 3.083 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 7.45B | 3,744% |
| Annual Yield % from dividends | 1.16 | 2.67 | 44% |
| Returns for 1 year | 16.84 | 5.43 | 310% |
| Returns for 3 years | 42.32 | 14.46 | 293% |
| Returns for 5 years | 31.27 | -0.72 | -4,361% |
| Returns for 10 years | 77.17 | 38.39 | 201% |
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