Ad is loading...
BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Eventide Balanced Fund
Price$14.48
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets391.07M
BALFX vs ETNMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. ETNMX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. ETNMX (391M). BALFX pays higher dividends than ETNMX: BALFX (2.21) vs ETNMX (1.40). BALFX was incepted earlier than ETNMX: BALFX (24 years) vs ETNMX (10 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 (9.60) and BALFX (9.19) have marching annual gain over last year. ETNMX return over 5 years is better than : 31.86 vs. BALFX (29.96).
| BALFX | ETNMX | BALFX / ETNMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 2.886 | 2.190 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 391M | 61,893% |
| Annual Yield % from dividends | 2.21 | 1.40 | 157% |
| Returns for 1 year | 9.19 | 9.60 | 96% |
| Returns for 3 years | 17.52 | 15.04 | 116% |
| Returns for 5 years | 29.96 | 31.86 | 94% |
| Returns for 10 years | 52.44 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers