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BALFX vs ETNMX
BALFX vs ETNMX Comparison
Open Charts BALFX vs ETNMX
American Funds American Balanced F1
Price$36.80
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.9B
Eventide Balanced Fund
Price$14.64
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets387.86M
BALFX vs ETNMX Comparison Chart in %
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BALFX vs. ETNMX commentary
Jul 12, 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: 253B vs. ETNMX (388M). BALFX (1.81) and ETNMX (1.79) have matching dividends . 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). BALFX (6.76) and ETNMX (6.70) have marching annual gain over last year. BALFX (39.95) and ETNMX (38.35) have equivalent 5 years return.
| 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 | 7.928 | 4.611 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 388M | 65,206% |
| Annual Yield % from dividends | 1.81 | 1.79 | 101% |
| Returns for 1 year | 6.76 | 6.70 | 101% |
| Returns for 3 years | 35.94 | 27.09 | 133% |
| Returns for 5 years | 39.95 | 38.35 | 104% |
| Returns for 10 years | 62.67 | N/A | - |
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