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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
Jul 14, 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 Buy and MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. MTRRX (7.46B). MTRRX pays higher dividends than BALCX: MTRRX (2.17) vs BALCX (1.14). 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 : 11.18 vs. MTRRX (3.39). BALCX return over 5 years is better than : 29.01 vs. MTRRX (-1.31).
| 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 | 8.148 | 4.756 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.46B | 3,861% |
| Annual Yield % from dividends | 1.14 | 2.17 | 52% |
| Returns for 1 year | 11.18 | 3.39 | 330% |
| Returns for 3 years | 36.57 | 11.42 | 320% |
| Returns for 5 years | 29.01 | -1.31 | -2,210% |
| Returns for 10 years | 72.74 | 31.51 | 231% |
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