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BALFX vs ETNMX
BALFX vs ETNMX Comparison
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BALFX vs ETNMX Comparison Chart in %
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BALFX vs. ETNMX commentary
Jul 14, 2026
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: 288B vs. ETNMX (392M). ETNMX (1.76) and BALFX (1.75) have matching dividends . BALFX was incepted earlier than ETNMX: BALFX (25 years) vs ETNMX (11 years). ETNMX (1.02) is less costly to investors than BALFX (0.61). ETNMX is a more actively managed with annual turnover of: 55.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than ETNMX: BALFX (250) vs ETNMX (1000). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. ETNMX (8.15). BALFX return over 5 years is better than : 32.95 vs. ETNMX (18.66).
| BALFX | ETNMX | BALFX / ETNMX | |
| Total Expense Ratio | 0.61 | 1.02 | 60% |
| Annual Report Gross Expense Ratio | 0.61 | 1.02 | 60% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 8.533 | 9.971 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 392M | 73,469% |
| Annual Yield % from dividends | 1.75 | 1.76 | 99% |
| Returns for 1 year | 12.01 | 8.15 | 147% |
| Returns for 3 years | 39.55 | 30.61 | 129% |
| Returns for 5 years | 32.95 | 18.66 | 177% |
| Returns for 10 years | 81.34 | 81.22 | 100% |
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