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BALCX vs MTRRX
BALCX vs MTRRX Comparison
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BALCX vs MTRRX Comparison Chart in %
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BALCX vs. MTRRX 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 MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. MTRRX (7.57B). MTRRX pays higher dividends than BALCX: MTRRX (2.12) 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 : 11.76 vs. MTRRX (5.61). BALCX return over 5 years is better than : 29.99 vs. MTRRX (0.86).
| 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 | 9.604 | 8.495 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 7.57B | 3,740% |
| Annual Yield % from dividends | 1.16 | 2.12 | 55% |
| Returns for 1 year | 11.76 | 5.61 | 210% |
| Returns for 3 years | 41.83 | 17.96 | 233% |
| Returns for 5 years | 29.99 | 0.86 | 3,488% |
| Returns for 10 years | 74.16 | 35.12 | 211% |
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