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 03, 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 MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. MTRRX (7.49B). MTRRX pays higher dividends than BALFX: MTRRX (1.95) 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 : 11.29 vs. MTRRX (4.71). BALFX return over 5 years is better than : 32.23 vs. MTRRX (-1.00).
| 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 | 8.372 | 5.696 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.49B | 3,847% |
| Annual Yield % from dividends | 1.78 | 1.95 | 91% |
| Returns for 1 year | 11.29 | 4.71 | 240% |
| Returns for 3 years | 38.49 | 10.85 | 355% |
| Returns for 5 years | 32.23 | -1.00 | -3,228% |
| Returns for 10 years | 82.24 | 33.08 | 249% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement