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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
Jun 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: 288B vs. MTRRX (7.38B). MTRRX pays higher dividends than BALFX: MTRRX (2.18) vs BALFX (1.75). 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 : 16.70 vs. MTRRX (3.69). BALFX return over 5 years is better than : 35.95 vs. MTRRX (-2.13).
| 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 | 9.366 | 2.331 | 402% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.38B | 3,905% |
| Annual Yield % from dividends | 1.75 | 2.18 | 80% |
| Returns for 1 year | 16.70 | 3.69 | 452% |
| Returns for 3 years | 44.22 | 11.38 | 388% |
| Returns for 5 years | 35.95 | -2.13 | -1,687% |
| Returns for 10 years | 89.39 | 33.47 | 267% |
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