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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
Jun 04, 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 Hold and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. MTRBX (7.45B). BALFX pays higher dividends than MTRBX: BALFX (1.75) vs MTRBX (1.66). 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 : 17.70 vs. MTRBX (4.41). BALFX return over 5 years is better than : 35.27 vs. MTRBX (-5.46).
| 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 | 9.673 | 2.671 | 362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 7.45B | 3,744% |
| Annual Yield % from dividends | 1.75 | 1.66 | 106% |
| Returns for 1 year | 17.70 | 4.41 | 402% |
| Returns for 3 years | 45.43 | 11.16 | 407% |
| Returns for 5 years | 35.27 | -5.46 | -646% |
| Returns for 10 years | 85.79 | 25.41 | 338% |
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