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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
Sep 12, 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: 285B vs. MTRCX (7.34B). BALFX pays higher dividends than MTRCX: BALFX (1.76) vs MTRCX (1.59). BALFX was incepted earlier than MTRCX: BALFX (26 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 : 6.65 vs. MTRCX (0.85). BALFX return over 5 years is better than : 31.40 vs. MTRCX (-3.73).
| BALFX | MTRCX | BALFX / MTRCX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 1.47 | 41% |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 8.480 | 5.342 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.76 | 1.59 | 111% |
| Returns for 1 year | 6.65 | 0.85 | 781% |
| Returns for 3 years | 41.33 | 12.05 | 343% |
| Returns for 5 years | 31.40 | -3.73 | -843% |
| Returns for 10 years | 83.89 | 27.80 | 302% |
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