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BALFX vs MTRCX
BALFX vs MTRCX Comparison
Open Charts BALFX vs MTRCX
BALFX vs MTRCX Comparison Chart in %
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BALFX vs. MTRCX 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 MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. MTRCX (7.45B). BALFX (1.75) and MTRCX (1.68) have matching dividends . BALFX was incepted earlier than MTRCX: BALFX (25 years) vs MTRCX (32 years). MTRCX (1.47) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. MTRCX (41.00). BALFX has a lower initial minimum investment than MTRCX: BALFX (250) vs MTRCX (1000). BALFX annual gain was more profitable for investors over the last year : 17.70 vs. MTRCX (4.46). BALFX return over 5 years is better than : 35.27 vs. MTRCX (-5.32).
| BALFX | MTRCX | BALFX / MTRCX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 9.673 | 2.618 | 370% |
| 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 | 1.68 | 105% |
| Returns for 1 year | 17.70 | 4.46 | 397% |
| Returns for 3 years | 45.43 | 11.26 | 403% |
| Returns for 5 years | 35.27 | -5.32 | -663% |
| Returns for 10 years | 85.79 | 25.70 | 334% |
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