Interact to see
Advertisement
Advertisement
BALCX vs MTRRX
BALCX vs MTRRX Comparison
Open Charts BALCX vs MTRRX
BALCX vs MTRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. MTRRX commentary
Jun 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 MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MTRRX (7.38B). MTRRX pays higher dividends than BALCX: MTRRX (2.18) vs BALCX (1.16). BALCX was incepted earlier than MTRRX: BALCX (25 years) vs MTRRX (23 years). BALCX (1.30) is less costly to investors than MTRRX (0.97). BALCX is a more actively managed with annual turnover of: 50.00 vs. MTRRX (41.00). MTRRX has a lower initial minimum investment than BALCX: MTRRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 15.81 vs. MTRRX (3.69). BALCX return over 5 years is better than : 31.93 vs. MTRRX (-2.13).
| BALCX | MTRRX | BALCX / MTRRX | |
| Total Expense Ratio | 1.30 | 0.97 | 134% |
| Annual Report Gross Expense Ratio | 1.30 | 0.97 | 134% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 9.011 | 2.331 | 386% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.38B | 3,905% |
| Annual Yield % from dividends | 1.16 | 2.18 | 53% |
| Returns for 1 year | 15.81 | 3.69 | 428% |
| Returns for 3 years | 41.11 | 11.38 | 361% |
| Returns for 5 years | 31.93 | -2.13 | -1,498% |
| Returns for 10 years | 80.43 | 33.47 | 240% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement