Interact to see
Advertisement
Advertisement
BALFX vs ETIMX
BALFX vs ETIMX Comparison
Open Charts BALFX vs ETIMX
BALFX vs ETIMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. ETIMX commentary
Aug 03, 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 (387M). ETIMX pays higher dividends than BALFX: ETIMX (2.01) vs BALFX (1.78). 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 : 11.29 vs. ETIMX (6.04). BALFX return over 5 years is better than : 32.23 vs. ETIMX (16.30).
| 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 | 8.372 | 8.058 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 387M | 74,419% |
| Annual Yield % from dividends | 1.78 | 2.01 | 89% |
| Returns for 1 year | 11.29 | 6.04 | 187% |
| Returns for 3 years | 38.49 | 28.00 | 137% |
| Returns for 5 years | 32.23 | 16.30 | 198% |
| Returns for 10 years | 82.24 | 79.32 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement