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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MTRCX (7.36B). 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 : 14.82 vs. MTRCX (3.24). BALFX return over 5 years is better than : 33.97 vs. MTRCX (-4.39).
| 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 | 8.238 | 2.101 | 392% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.36B | 3,911% |
| Annual Yield % from dividends | 1.75 | 1.68 | 105% |
| Returns for 1 year | 14.82 | 3.24 | 457% |
| Returns for 3 years | 42.73 | 9.88 | 432% |
| Returns for 5 years | 33.97 | -4.39 | -774% |
| Returns for 10 years | 87.44 | 27.26 | 321% |
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