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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
BALFX vs MTRRX Comparison Chart in %
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BALFX vs. MTRRX commentary
Sep 13, 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: 285B vs. MTRRX (7.34B). MTRRX pays higher dividends than BALFX: MTRRX (2.08) vs BALFX (1.76). BALFX was incepted earlier than MTRRX: BALFX (26 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 : 6.65 vs. MTRRX (1.34). BALFX return over 5 years is better than : 31.40 vs. MTRRX (-1.43).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 8.480 | 5.745 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.76 | 2.08 | 85% |
| Returns for 1 year | 6.65 | 1.34 | 497% |
| Returns for 3 years | 41.33 | 13.60 | 304% |
| Returns for 5 years | 31.40 | -1.43 | -2,192% |
| Returns for 10 years | 83.89 | 34.13 | 246% |
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