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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
Eventide Balanced Fund
Price$13.77
Change+$0.45 (+3.38%)
VolumeN/A
Net Assets356.79M
BALCX vs ETAMX Comparison Chart
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BALCX vs. ETAMX commentary
Apr 11, 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 BALCX is a Buy and ETAMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 217B vs. ETAMX (357M). ETAMX pays higher dividends than BALCX: ETAMX (1.73) vs BALCX (1.28). BALCX was incepted earlier than ETAMX: BALCX (24 years) vs ETAMX (10 years). BALCX (1.32) is less costly to investors than ETAMX (1.14). BALCX is a more actively managed with annual turnover of: 171.00 vs. ETAMX (43.00). BALCX has a lower initial minimum investment than ETAMX: BALCX (250) vs ETAMX (1000). ETAMX annual gain was more profitable for investors over the last year : -1.88 vs. BALCX (-4.30). ETAMX return over 5 years is better than : 34.67 vs. BALCX (26.21).
| BALCX | ETAMX | BALCX / ETAMX | |
| Total Expense Ratio | 1.32 | 1.07 | 123% |
| Annual Report Gross Expense Ratio | 1.32 | 1.14 | 116% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -7.130 | -5.898 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 357M | 60,784% |
| Annual Yield % from dividends | 1.28 | 1.73 | 74% |
| Returns for 1 year | -4.30 | -1.88 | 228% |
| Returns for 3 years | 3.18 | 5.24 | 61% |
| Returns for 5 years | 26.21 | 34.67 | 76% |
| Returns for 10 years | 34.21 | N/A | - |