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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
Aug 23, 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: 283B vs. MTRCX (7.57B). BALFX pays higher dividends than MTRCX: BALFX (1.78) vs MTRCX (1.62). 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 : 12.57 vs. MTRCX (5.08). BALFX return over 5 years is better than : 33.93 vs. MTRCX (-1.50).
| 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 | 10.064 | 8.110 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 7.57B | 3,740% |
| Annual Yield % from dividends | 1.78 | 1.62 | 110% |
| Returns for 1 year | 12.57 | 5.08 | 248% |
| Returns for 3 years | 44.90 | 16.26 | 276% |
| Returns for 5 years | 33.93 | -1.50 | -2,263% |
| Returns for 10 years | 82.80 | 28.72 | 288% |
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