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BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Eventide Balanced Fund
Price$14.67
Change-$0.33 (-2.20%)
VolumeN/A
Net Assets386.3M
BALFX vs ETNMX Comparison Chart in %
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BALFX vs. ETNMX commentary
Feb 04, 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 ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. ETNMX (386M). ETNMX (1.87) and BALFX (1.86) have matching dividends . BALFX was incepted earlier than ETNMX: BALFX (25 years) vs ETNMX (11 years). ETNMX (1.02) is less costly to investors than BALFX (0.61). ETNMX is a more actively managed with annual turnover of: 55.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than ETNMX: BALFX (250) vs ETNMX (1000). BALFX annual gain was more profitable for investors over the last year : 11.33 vs. ETNMX (2.86). BALFX return over 5 years is better than : 35.49 vs. ETNMX (15.92).
| BALFX | ETNMX | BALFX / ETNMX | |
| Total Expense Ratio | 0.61 | 1.02 | 60% |
| Annual Report Gross Expense Ratio | 0.61 | 1.02 | 60% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 2.457 | 3.039 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 386M | 69,948% |
| Annual Yield % from dividends | 1.86 | 1.87 | 99% |
| Returns for 1 year | 11.33 | 2.86 | 396% |
| Returns for 3 years | 36.69 | 22.97 | 160% |
| Returns for 5 years | 35.49 | 15.92 | 223% |
| Returns for 10 years | 87.98 | 88.83 | 99% |
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