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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$35.58
Change-$0.03 (-0.08%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.44
Change+$0.04 (+0.28%)
VolumeN/A
CapitalizationN/A
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BALCX vs ETAMX Comparison Chart
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BALCX vs. ETAMX commentary
Nov 05, 2024
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 StrongBuy and ETAMX is a Sell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. ETAMX (389M). BALCX pays higher dividends than ETAMX: BALCX (1.59) vs ETAMX (1.36). BALCX was incepted earlier than ETAMX: BALCX (24 years) vs ETAMX (9 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. ETAMX (48.00). 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 : 22.70 vs. ETAMX (19.87). ETAMX return over 5 years is better than : 39.04 vs. BALCX (31.83).
| BALCX | ETAMX | BALCX / ETAMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 12.657 | 10.574 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 389M | 60,411% |
| Annual Yield % from dividends | 1.59 | 1.36 | 117% |
| Returns for 1 year | 22.70 | 19.87 | 114% |
| Returns for 3 years | 9.26 | 0.24 | 3,816% |
| Returns for 5 years | 31.83 | 39.04 | 82% |
| Returns for 10 years | 46.11 | N/A | - |
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