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BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.20
Change-$0.30 (-2.07%)
VolumeN/A
CapitalizationN/A
BALFX vs ETNMX Comparison Chart
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BALFX vs. ETNMX commentary
Dec 19, 2024
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 ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. ETNMX (389M). BALFX pays higher dividends than ETNMX: BALFX (2.21) vs ETNMX (1.40). BALFX was incepted earlier than ETNMX: BALFX (24 years) vs ETNMX (9 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. ETNMX (48.00). BALFX has a lower initial minimum investment than ETNMX: BALFX (250) vs ETNMX (1000). ETNMX (12.86) and BALFX (12.54) have marching annual gain over last year. ETNMX return over 5 years is better than : 38.34 vs. BALFX (32.57).
| BALFX | ETNMX | BALFX / ETNMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 11.522 | 11.797 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 389M | 61,954% |
| Annual Yield % from dividends | 2.21 | 1.40 | 157% |
| Returns for 1 year | 12.54 | 12.86 | 98% |
| Returns for 3 years | 11.70 | 7.03 | 167% |
| Returns for 5 years | 32.57 | 38.34 | 85% |
| Returns for 10 years | 46.34 | N/A | - |
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