Ad is loading...
BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets238.66B
Eventide Balanced Fund
Price$14.66
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets393.17M
BALFX vs ETNMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. ETNMX commentary
Jan 18, 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: 239B vs. ETNMX (393M). 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 annual gain was more profitable for investors over the last year : 14.68 vs. BALFX (12.25). ETNMX return over 5 years is better than : 37.22 vs. BALFX (29.72).
| 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 | 1.953 | 3.312 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 393M | 60,814% |
| Annual Yield % from dividends | 2.21 | 1.40 | 157% |
| Returns for 1 year | 12.25 | 14.68 | 83% |
| Returns for 3 years | 12.28 | 11.37 | 108% |
| Returns for 5 years | 29.72 | 37.22 | 80% |
| Returns for 10 years | 55.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FATEX | 108.58 | 1.93 | +1.81% |
| Fidelity Advisor Technology M | |||
| JHCPX | 15.59 | 0.18 | +1.17% |
| JHFunds2 Capital Appreciation NAV | |||
| WPLCX | 16.01 | 0.13 | +0.82% |
| WP Large Cap Income Plus Institutional | |||
| NWHTX | 31.05 | 0.23 | +0.75% |
| Nationwide Bailard Tech & Sci R6 | |||
| TMFCX | 21.85 | 0.12 | +0.55% |
| Touchstone Mid Cap Value C | |||