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BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Eventide Balanced Fund
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets380.79M
BALFX vs ETNMX Comparison Chart in %
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BALFX vs. ETNMX commentary
Nov 20, 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 Hold and ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. ETNMX (381M). ETNMX pays higher dividends than BALFX: ETNMX (1.88) vs BALFX (1.70). BALFX was incepted earlier than ETNMX: BALFX (25 years) vs ETNMX (10 years). ETNMX (1.09) is less costly to investors than BALFX (0.61). ETNMX is a more actively managed with annual turnover of: 55.00 vs. BALFX (44.00). 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 : 8.95 vs. ETNMX (1.04). BALFX return over 5 years is better than : 38.60 vs. ETNMX (24.65).
| BALFX | ETNMX | BALFX / ETNMX | |
| Total Expense Ratio | 0.61 | 1.02 | 60% |
| Annual Report Gross Expense Ratio | 0.61 | 1.09 | 56% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 14.015 | 5.083 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 381M | 69,029% |
| Annual Yield % from dividends | 1.70 | 1.88 | 90% |
| Returns for 1 year | 8.95 | 1.04 | 860% |
| Returns for 3 years | 40.90 | 26.29 | 156% |
| Returns for 5 years | 38.60 | 24.65 | 157% |
| Returns for 10 years | 70.89 | 83.99 | 84% |
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