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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. MTRIX (7.45B). MTRIX pays higher dividends than BALFX: MTRIX (2.67) vs BALFX (1.75). BALFX was incepted earlier than MTRIX: BALFX (25 years) vs MTRIX (29 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 : 17.70 vs. MTRIX (5.43). BALFX return over 5 years is better than : 35.27 vs. MTRIX (-0.72).
| BALFX | MTRIX | BALFX / MTRIX | |
| Total Expense Ratio | 0.61 | 0.47 | 130% |
| Annual Report Gross Expense Ratio | 0.61 | 0.47 | 130% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 9.673 | 3.083 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 7.45B | 3,744% |
| Annual Yield % from dividends | 1.75 | 2.67 | 66% |
| Returns for 1 year | 17.70 | 5.43 | 326% |
| Returns for 3 years | 45.43 | 14.46 | 314% |
| Returns for 5 years | 35.27 | -0.72 | -4,918% |
| Returns for 10 years | 85.79 | 38.39 | 223% |
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