Interact to see
Advertisement
Advertisement
BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$37.65
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.38
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets381.23M
BALFX vs ETNMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. ETNMX commentary
Dec 28, 2025
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 StrongBuy and ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. ETNMX (381M). ETNMX pays higher dividends than BALFX: ETNMX (1.88) vs BALFX (1.67). BALFX was incepted earlier than ETNMX: BALFX (25 years) vs ETNMX (10 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 : 9.10 vs. ETNMX (2.22). BALFX return over 5 years is better than : 34.67 vs. ETNMX (17.69).
| 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 | 10 years | - |
| Gain YTD | 10.722 | 3.006 | 357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 381M | 70,604% |
| Annual Yield % from dividends | 1.67 | 1.88 | 89% |
| Returns for 1 year | 9.10 | 2.22 | 410% |
| Returns for 3 years | 37.97 | 26.11 | 145% |
| Returns for 5 years | 34.67 | 17.69 | 196% |
| Returns for 10 years | 73.06 | 78.59 | 93% |
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 % |
| MNBRX | 19.41 | 0.04 | +0.21% |
| Manning & Napier Pro-Blend Extnd Term R | |||
| GTLLX | 27.85 | 0.04 | +0.14% |
| Glenmede Disciplined US Growth Eq Ptf | |||
| BLRAX | 12.08 | 0.01 | +0.08% |
| Brookfield Global Listed Real Estate A | |||
| CMLCX | 59.54 | 0.01 | +0.02% |
| American Funds American Mutual 529C | |||
| FGDTX | 57.24 | N/A | N/A |
| Fidelity Advisor Gold M | |||