BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
ETAMX
Price
$14.86
Change
+$0.05 (+0.34%)
Updated
Jul 25 closing price
Net Assets
389.06M
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BALCX vs ETAMX

Header iconBALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Eventide Balanced Fund
Price$14.86
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
BALCX vs ETAMX Comparison Chart in %
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BALCX vs. ETAMX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. ETAMX (389M). ETAMX pays higher dividends than BALCX: ETAMX (1.74) vs BALCX (1.19). BALCX was incepted earlier than ETAMX: BALCX (24 years) vs ETAMX (10 years). BALCX (1.31) is less costly to investors than ETAMX (1.14). BALCX (44.00) and ETAMX (43.00) have comparable annual turnover. BALCX has a lower initial minimum investment than ETAMX: BALCX (250) vs ETAMX (1000). BALCX annual gain was more profitable for investors over the last year : 9.43 vs. ETAMX (7.80). ETAMX (35.74) and BALCX (35.43) have equivalent 5 years return.
BALCXETAMXBALCX / ETAMX
Total Expense Ratio1.311.07122%
Annual Report Gross Expense Ratio1.311.14115%
Fund Existence24 years10 years-
Gain YTD8.5975.500156%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B389M65,296%
Annual Yield % from dividends1.191.7468%
Returns for 1 year9.437.80121%
Returns for 3 years32.2024.60131%
Returns for 5 years35.4335.7499%
Returns for 10 years58.2180.3272%
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