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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
Aug 16, 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: 283B vs. MTRIX (7.6B). MTRIX pays higher dividends than BALFX: MTRIX (2.59) vs BALFX (1.78). 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 : 11.76 vs. MTRIX (6.23). BALFX return over 5 years is better than : 33.44 vs. MTRIX (2.85).
| 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 | 10.359 | 8.972 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 7.6B | 3,726% |
| Annual Yield % from dividends | 1.78 | 2.59 | 69% |
| Returns for 1 year | 11.76 | 6.23 | 189% |
| Returns for 3 years | 44.09 | 18.28 | 241% |
| Returns for 5 years | 33.44 | 2.85 | 1,171% |
| Returns for 10 years | 83.80 | 42.40 | 198% |
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