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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Eventide Balanced Fund
Price$14.72
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets380.79M
BALCX vs ETAMX Comparison Chart in %
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BALCX vs. ETAMX commentary
Nov 20, 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 Hold and ETAMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. ETAMX (381M). ETAMX pays higher dividends than BALCX: ETAMX (1.83) vs BALCX (1.10). BALCX was incepted earlier than ETAMX: BALCX (25 years) vs ETAMX (10 years). BALCX (1.31) is less costly to investors than ETAMX (1.14). ETAMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). 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 : 8.17 vs. ETAMX (0.99). BALCX return over 5 years is better than : 34.58 vs. ETAMX (24.60).
| BALCX | ETAMX | BALCX / ETAMX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.14 | 115% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 13.334 | 5.032 | 265% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 381M | 69,029% |
| Annual Yield % from dividends | 1.10 | 1.83 | 60% |
| Returns for 1 year | 8.17 | 0.99 | 824% |
| Returns for 3 years | 38.17 | 26.16 | 146% |
| Returns for 5 years | 34.58 | 24.60 | 141% |
| Returns for 10 years | 63.59 | 83.70 | 76% |