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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
Aug 03, 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: 288B vs. MTRBX (7.49B). BALFX pays higher dividends than MTRBX: BALFX (1.78) vs MTRBX (1.48). BALFX was incepted earlier than MTRBX: BALFX (25 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 : 11.29 vs. MTRBX (4.24). BALFX return over 5 years is better than : 32.23 vs. MTRBX (-3.43).
| BALFX | MTRBX | BALFX / MTRBX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.372 | 5.458 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.49B | 3,847% |
| Annual Yield % from dividends | 1.78 | 1.48 | 120% |
| Returns for 1 year | 11.29 | 4.24 | 267% |
| Returns for 3 years | 38.49 | 9.23 | 417% |
| Returns for 5 years | 32.23 | -3.43 | -939% |
| Returns for 10 years | 82.24 | 26.57 | 310% |
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