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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. MTRRX (7.34B). MTRRX pays higher dividends than BALCX: MTRRX (2.08) vs BALCX (1.14). BALCX was incepted earlier than MTRRX: BALCX (26 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 : 5.86 vs. MTRRX (1.34). BALCX return over 5 years is better than : 27.49 vs. MTRRX (-1.43).
| BALCX | MTRRX | BALCX / MTRRX | |
| Total Expense Ratio | 1.30 | 0.97 | 134% |
| Annual Report Gross Expense Ratio | 1.30 | 0.97 | 134% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 7.959 | 5.745 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.14 | 2.08 | 55% |
| Returns for 1 year | 5.86 | 1.34 | 438% |
| Returns for 3 years | 38.31 | 13.60 | 282% |
| Returns for 5 years | 27.49 | -1.43 | -1,919% |
| Returns for 10 years | 75.19 | 34.13 | 220% |
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