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BALFX vs ETIMX
BALFX vs ETIMX Comparison
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BALFX vs ETIMX Comparison Chart in %
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BALFX vs. ETIMX commentary
Jun 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 ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. ETIMX (390M). ETIMX pays higher dividends than BALFX: ETIMX (2.00) vs BALFX (1.75). BALFX was incepted earlier than ETIMX: BALFX (25 years) vs ETIMX (11 years). ETIMX (0.82) is less costly to investors than BALFX (0.61). ETIMX is a more actively managed with annual turnover of: 55.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than ETIMX: BALFX (250) vs ETIMX (100000). BALFX annual gain was more profitable for investors over the last year : 17.70 vs. ETIMX (9.36). BALFX return over 5 years is better than : 35.27 vs. ETIMX (19.83).
| BALFX | ETIMX | BALFX / ETIMX | |
| Total Expense Ratio | 0.61 | 0.82 | 74% |
| Annual Report Gross Expense Ratio | 0.61 | 0.82 | 74% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 9.673 | 8.761 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 390M | 71,538% |
| Annual Yield % from dividends | 1.75 | 2.00 | 88% |
| Returns for 1 year | 17.70 | 9.36 | 189% |
| Returns for 3 years | 45.43 | 34.00 | 134% |
| Returns for 5 years | 35.27 | 19.83 | 178% |
| Returns for 10 years | 85.79 | 84.44 | 102% |
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