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BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Eventide Balanced Fund
Price$14.38
Change-$0.12 (-0.83%)
VolumeN/A
Net Assets378.9M
BALFX vs ETNMX Comparison Chart
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BALFX vs. ETNMX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 244B vs. ETNMX (379M). BALFX (1.88) and ETNMX (1.80) 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). ETNMX annual gain was more profitable for investors over the last year : 5.79 vs. BALFX (5.26). ETNMX (38.77) and BALFX (38.20) have equivalent 5 years return.
| 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 | 4.438 | 2.165 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 379M | 64,380% |
| Annual Yield % from dividends | 1.88 | 1.80 | 105% |
| Returns for 1 year | 5.26 | 5.79 | 91% |
| Returns for 3 years | 32.52 | 26.30 | 124% |
| Returns for 5 years | 38.20 | 38.77 | 99% |
| Returns for 10 years | 57.60 | N/A | - |
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