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BALCX vs ETNMX
BALCX vs ETNMX Comparison
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BALCX vs ETNMX Comparison Chart in %
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BALCX vs. ETNMX commentary
Sep 12, 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 BALCX is a Buy and ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. ETNMX (377M). ETNMX pays higher dividends than BALCX: ETNMX (1.82) vs BALCX (1.14). BALCX was incepted earlier than ETNMX: BALCX (26 years) vs ETNMX (11 years). BALCX (1.30) is less costly to investors than ETNMX (1.02). ETNMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than ETNMX: BALCX (250) vs ETNMX (1000). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. ETNMX (0.91). BALCX return over 5 years is better than : 27.49 vs. ETNMX (12.05).
| BALCX | ETNMX | BALCX / ETNMX | |
| Total Expense Ratio | 1.30 | 1.02 | 127% |
| Annual Report Gross Expense Ratio | 1.30 | 1.02 | 127% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 7.959 | 5.961 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 377M | 75,597% |
| Annual Yield % from dividends | 1.14 | 1.82 | 63% |
| Returns for 1 year | 5.86 | 0.91 | 643% |
| Returns for 3 years | 38.31 | 25.72 | 149% |
| Returns for 5 years | 27.49 | 12.05 | 228% |
| Returns for 10 years | 75.19 | 73.29 | 103% |
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