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BALFX vs MTRBX
BALFX vs MTRBX Comparison
Open Charts BALFX vs MTRBX
BALFX vs MTRBX Comparison Chart in %
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BALFX vs. MTRBX 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 BALFX is a Buy and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. MTRBX (7.36B). BALFX pays higher dividends than MTRBX: BALFX (1.76) vs MTRBX (1.57). BALFX was incepted earlier than MTRBX: BALFX (26 years) vs MTRBX (33 years). MTRBX (1.47) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. MTRBX (41.00). BALFX has a lower initial minimum investment than MTRBX: BALFX (250) vs MTRBX (1000). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. MTRBX (0.87). BALFX return over 5 years is better than : 31.40 vs. MTRBX (-3.86).
| BALFX | MTRBX | BALFX / MTRBX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 8.480 | 5.407 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.36B | 3,873% |
| Annual Yield % from dividends | 1.76 | 1.57 | 112% |
| Returns for 1 year | 6.65 | 0.87 | 762% |
| Returns for 3 years | 41.33 | 11.94 | 346% |
| Returns for 5 years | 31.40 | -3.86 | -813% |
| Returns for 10 years | 83.89 | 27.51 | 305% |
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