BALCX
Price
$40.01
Change
-$0.41 (-1.01%)
Updated
Jun 23 closing price
Net Assets
287.61B
ETNMX
Price
$15.61
Change
-$0.16 (-1.01%)
Updated
Jun 23 closing price
Net Assets
397.96M
Interact to see
Advertisement

BALCX vs ETNMX

BALCX vs ETNMX Comparison Chart in %
View a ticker or compare two or three
VS
BALCX vs. ETNMX commentary
Jun 24, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. ETNMX (398M). ETNMX pays higher dividends than BALCX: ETNMX (1.81) vs BALCX (1.16). BALCX was incepted earlier than ETNMX: BALCX (25 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 : 13.99 vs. ETNMX (10.74). BALCX return over 5 years is better than : 30.03 vs. ETNMX (21.11).
BALCXETNMXBALCX / ETNMX
Total Expense Ratio1.301.02127%
Annual Report Gross Expense Ratio1.301.02127%
Fund Existence25 years11 years-
Gain YTD7.90511.50169%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets288B398M72,362%
Annual Yield % from dividends1.161.8164%
Returns for 1 year13.9910.74130%
Returns for 3 years39.6836.32109%
Returns for 5 years30.0321.11142%
Returns for 10 years78.6090.1087%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DRECX41.050.35
+0.86%
Davis Real Estate C
FWIFX44.60N/A
N/A
Fidelity Advisor Worldwide I
VGISX38.48N/A
N/A
Virtus Duff & Phelps Glb Rl Estt Secs I
VGSNX21.19N/A
N/A
Vanguard Real Estate Index Institutional
PPVIX12.96N/A
N/A
Principal SmallCap Value II Instl