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BALFX vs MTRIX
BALFX vs MTRIX Comparison
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BALFX vs MTRIX Comparison Chart in %
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BALFX vs. MTRIX commentary
Jul 26, 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 MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MTRIX (7.47B). MTRIX pays higher dividends than BALFX: MTRIX (2.66) vs BALFX (1.75). BALFX was incepted earlier than MTRIX: BALFX (25 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 : 10.36 vs. MTRIX (3.46). BALFX return over 5 years is better than : 31.63 vs. MTRIX (1.43).
| 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 | 30 years | - |
| Gain YTD | 7.782 | 5.576 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.47B | 3,856% |
| Annual Yield % from dividends | 1.75 | 2.66 | 66% |
| Returns for 1 year | 10.36 | 3.46 | 299% |
| Returns for 3 years | 37.64 | 11.82 | 318% |
| Returns for 5 years | 31.63 | 1.43 | 2,209% |
| Returns for 10 years | 80.16 | 38.37 | 209% |
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