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BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Eventide Balanced Fund
Price$13.95
Change+$0.15 (+1.09%)
VolumeN/A
Net Assets370.8M
BALFX vs ETNMX Comparison Chart
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BALFX vs. ETNMX commentary
Apr 25, 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: 227B vs. ETNMX (371M). BALFX pays higher dividends than ETNMX: BALFX (1.95) vs ETNMX (1.78). BALFX was incepted earlier than ETNMX: BALFX (24 years) vs ETNMX (10 years). ETNMX (1.09) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. ETNMX (43.00). 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 : 5.05 vs. BALFX (4.16). ETNMX return over 5 years is better than : 39.99 vs. BALFX (35.61).
| BALFX | ETNMX | BALFX / ETNMX | |
| Total Expense Ratio | 0.62 | 1.02 | 61% |
| Annual Report Gross Expense Ratio | 0.62 | 1.09 | 57% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -1.541 | -2.289 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 371M | 61,186% |
| Annual Yield % from dividends | 1.95 | 1.78 | 110% |
| Returns for 1 year | 4.16 | 5.05 | 82% |
| Returns for 3 years | 14.37 | 11.38 | 126% |
| Returns for 5 years | 35.61 | 39.99 | 89% |
| Returns for 10 years | 46.93 | N/A | - |
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