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BALFX vs MTRCX
BALFX vs MTRCX Comparison
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BALFX vs MTRCX Comparison Chart in %
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BALFX vs. MTRCX 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 MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MTRCX (7.49B). BALFX pays higher dividends than MTRCX: BALFX (1.78) vs MTRCX (1.50). 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 : 11.29 vs. MTRCX (4.34). BALFX return over 5 years is better than : 32.23 vs. MTRCX (-3.25).
| 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 | 8.372 | 5.438 | 154% |
| 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 | 1.50 | 119% |
| Returns for 1 year | 11.29 | 4.34 | 260% |
| Returns for 3 years | 38.49 | 9.39 | 410% |
| Returns for 5 years | 32.23 | -3.25 | -991% |
| Returns for 10 years | 82.24 | 26.92 | 306% |
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