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BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
Eventide Balanced Fund
Price$14.92
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets388.49M
BALFX vs ETNMX Comparison Chart in %
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BALFX vs. ETNMX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. ETNMX (388M). ETNMX (1.83) and BALFX (1.77) have matching dividends . 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). 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 : 9.94 vs. ETNMX (6.61). BALFX return over 5 years is better than : 39.60 vs. ETNMX (35.66).
| 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 | 11.360 | 6.514 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 388M | 66,753% |
| Annual Yield % from dividends | 1.77 | 1.83 | 97% |
| Returns for 1 year | 9.94 | 6.61 | 150% |
| Returns for 3 years | 39.77 | 27.41 | 145% |
| Returns for 5 years | 39.60 | 35.66 | 111% |
| Returns for 10 years | 75.07 | 88.48 | 85% |
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