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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
Sep 22, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. MTRIX (7.35B). MTRIX pays higher dividends than BALCX: MTRIX (2.56) vs BALCX (1.14). BALCX was incepted earlier than MTRIX: BALCX (26 years) vs MTRIX (30 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 : 5.73 vs. MTRIX (1.39). BALCX return over 5 years is better than : 28.73 vs. MTRIX (0.83).
| BALCX | MTRIX | BALCX / MTRIX | |
| Total Expense Ratio | 1.30 | 0.47 | 277% |
| Annual Report Gross Expense Ratio | 1.30 | 0.47 | 277% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 8.103 | 5.077 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.35B | 3,879% |
| Annual Yield % from dividends | 1.14 | 2.56 | 45% |
| Returns for 1 year | 5.73 | 1.39 | 411% |
| Returns for 3 years | 41.35 | 16.11 | 257% |
| Returns for 5 years | 28.73 | 0.83 | 3,451% |
| Returns for 10 years | 73.74 | 37.66 | 196% |
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