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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 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 BALFX is a Buy and ETIMX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. ETIMX (398M). 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 : 14.82 vs. ETIMX (10.96). BALFX return over 5 years is better than : 33.97 vs. ETIMX (22.42).
| 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 | 8.238 | 11.662 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 398M | 72,362% |
| Annual Yield % from dividends | 1.75 | 2.00 | 88% |
| Returns for 1 year | 14.82 | 10.96 | 135% |
| Returns for 3 years | 42.73 | 37.23 | 115% |
| Returns for 5 years | 33.97 | 22.42 | 152% |
| Returns for 10 years | 87.44 | 93.86 | 93% |
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