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BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$34.82
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.69B
Eventide Balanced Fund
Price$14.25
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets378.77M
BALFX vs ETNMX Comparison Chart
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BALFX vs. ETNMX commentary
May 24, 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: 238B vs. ETNMX (379M). BALFX pays higher dividends than ETNMX: BALFX (1.95) vs ETNMX (1.81). 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 : 5.11 vs. BALFX (4.73). ETNMX return over 5 years is better than : 40.38 vs. BALFX (37.91).
| 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 | 1.969 | 1.139 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 379M | 62,797% |
| Annual Yield % from dividends | 1.95 | 1.81 | 108% |
| Returns for 1 year | 4.73 | 5.11 | 92% |
| Returns for 3 years | 22.49 | 19.59 | 115% |
| Returns for 5 years | 37.91 | 40.38 | 94% |
| Returns for 10 years | 52.16 | N/A | - |
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