Interact to see
Advertisement
Advertisement
BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
BALFX vs MTRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MTRRX commentary
Aug 23, 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 MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. MTRRX (7.57B). MTRRX pays higher dividends than BALFX: MTRRX (2.12) vs BALFX (1.78). BALFX was incepted earlier than MTRRX: BALFX (25 years) vs MTRRX (23 years). MTRRX (0.97) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. MTRRX (41.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. MTRRX (5.61). BALFX return over 5 years is better than : 33.93 vs. MTRRX (0.86).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 10.064 | 8.495 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 7.57B | 3,740% |
| Annual Yield % from dividends | 1.78 | 2.12 | 84% |
| Returns for 1 year | 12.57 | 5.61 | 224% |
| Returns for 3 years | 44.90 | 17.96 | 250% |
| Returns for 5 years | 33.93 | 0.86 | 3,946% |
| Returns for 10 years | 82.80 | 35.12 | 236% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LAAGX | 20.70 | 0.17 | +0.83% |
| Lord Abbett International Growth A | |||
| WVAIX | 45.58 | 0.34 | +0.75% |
| Weitz Large Cap Equity-Institutional Cl | |||
| PIGFX | 35.64 | 0.18 | +0.51% |
| Victory Pioneer Fundamental Growth A | |||
| ETLAX | 17.15 | 0.07 | +0.41% |
| Eventide Large Cap Focus A | |||
| DIFIX | 12.93 | 0.02 | +0.15% |
| MFS Diversified Income I | |||