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BALFX vs ETCMX
BALFX vs ETCMX Comparison
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BALFX vs ETCMX Comparison Chart in %
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BALFX vs. ETCMX 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 BALFX is a Buy and ETCMX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. ETCMX (377M). BALFX pays higher dividends than ETCMX: BALFX (1.76) vs ETCMX (1.07). BALFX was incepted earlier than ETCMX: BALFX (26 years) vs ETCMX (11 years). ETCMX (1.82) is less costly to investors than BALFX (0.61). ETCMX is a more actively managed with annual turnover of: 55.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than ETCMX: BALFX (250) vs ETCMX (1000). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. ETCMX (0.12). BALFX return over 5 years is better than : 31.40 vs. ETCMX (7.69).
| BALFX | ETCMX | BALFX / ETCMX | |
| Total Expense Ratio | 0.61 | 1.82 | 34% |
| Annual Report Gross Expense Ratio | 0.61 | 1.82 | 34% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 8.480 | 5.446 | 156% |
| 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 | 1.76 | 1.07 | 164% |
| Returns for 1 year | 6.65 | 0.12 | 5,655% |
| Returns for 3 years | 41.33 | 22.78 | 181% |
| Returns for 5 years | 31.40 | 7.69 | 408% |
| Returns for 10 years | 83.89 | 60.43 | 139% |
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