Ad is loading...
BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Eventide Balanced Fund
Price$13.92
Change-$0.35 (-2.45%)
VolumeN/A
Net Assets383.37M
BALFX vs ETNMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. ETNMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. ETNMX (383M). 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 : 5.32 vs. BALFX (1.33). ETNMX return over 5 years is better than : 56.31 vs. BALFX (45.99).
| 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 | -2.155 | 1.039 | -207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 383M | 61,358% |
| Annual Yield % from dividends | 1.95 | 1.78 | 110% |
| Returns for 1 year | 1.33 | 5.32 | 25% |
| Returns for 3 years | 9.14 | 11.49 | 80% |
| Returns for 5 years | 45.99 | 56.31 | 82% |
| Returns for 10 years | 47.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...