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BALFX vs MTRIX
BALFX vs MTRIX Comparison
Open Charts BALFX vs MTRIX
BALFX vs MTRIX Comparison Chart in %
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BALFX vs. MTRIX commentary
Sep 22, 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 MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. MTRIX (7.35B). MTRIX pays higher dividends than BALFX: MTRIX (2.56) vs BALFX (1.76). BALFX was incepted earlier than MTRIX: BALFX (26 years) vs MTRIX (30 years). BALFX (0.61) is less costly to investors than MTRIX (0.47). BALFX is a more actively managed with annual turnover of: 50.00 vs. MTRIX (41.00). MTRIX has a lower initial minimum investment than BALFX: MTRIX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 6.50 vs. MTRIX (1.39). BALFX return over 5 years is better than : 32.60 vs. MTRIX (0.83).
| BALFX | MTRIX | BALFX / MTRIX | |
| Total Expense Ratio | 0.61 | 0.47 | 130% |
| Annual Report Gross Expense Ratio | 0.61 | 0.47 | 130% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 8.625 | 5.077 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.35B | 3,879% |
| Annual Yield % from dividends | 1.76 | 2.56 | 69% |
| Returns for 1 year | 6.50 | 1.39 | 466% |
| Returns for 3 years | 44.42 | 16.11 | 276% |
| Returns for 5 years | 32.60 | 0.83 | 3,916% |
| Returns for 10 years | 82.63 | 37.66 | 219% |
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