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BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Eventide Balanced Fund
Price$14.74
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets388.93M
BALFX vs ETNMX Comparison Chart in %
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BALFX vs. ETNMX commentary
Aug 16, 2025
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 ETNMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. ETNMX (389M). ETNMX (1.83) and BALFX (1.79) have matching dividends . BALFX was incepted earlier than ETNMX: BALFX (24 years) vs ETNMX (10 years). ETNMX (1.09) is less costly to investors than BALFX (0.61). BALFX (44.00) and ETNMX (43.00) have comparable annual turnover. BALFX has a lower initial minimum investment than ETNMX: BALFX (250) vs ETNMX (1000). BALFX annual gain was more profitable for investors over the last year : 7.95 vs. ETNMX (6.02). BALFX return over 5 years is better than : 37.91 vs. ETNMX (32.89).
| BALFX | ETNMX | BALFX / ETNMX | |
| Total Expense Ratio | 0.61 | 1.02 | 60% |
| Annual Report Gross Expense Ratio | 0.61 | 1.09 | 56% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 9.747 | 5.708 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 389M | 65,810% |
| Annual Yield % from dividends | 1.79 | 1.83 | 98% |
| Returns for 1 year | 7.95 | 6.02 | 132% |
| Returns for 3 years | 29.46 | 19.99 | 147% |
| Returns for 5 years | 37.91 | 32.89 | 115% |
| Returns for 10 years | 66.08 | 82.16 | 80% |
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