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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
Jun 24, 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 Hold and ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. ETNMX (398M). ETNMX (1.81) 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 : 14.82 vs. ETNMX (10.73). BALFX return over 5 years is better than : 33.97 vs. ETNMX (20.35).
| 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 | 8.238 | 10.723 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 398M | 72,362% |
| Annual Yield % from dividends | 1.75 | 1.81 | 97% |
| Returns for 1 year | 14.82 | 10.73 | 138% |
| Returns for 3 years | 42.73 | 35.37 | 121% |
| Returns for 5 years | 33.97 | 20.35 | 167% |
| Returns for 10 years | 87.44 | 88.78 | 98% |
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