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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Eventide Balanced Fund
Price$14.40
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets382.46M
BALCX vs ETAMX Comparison Chart
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BALCX vs. ETAMX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 247B vs. ETAMX (382M). ETAMX pays higher dividends than BALCX: ETAMX (1.75) vs BALCX (1.24). 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). ETAMX annual gain was more profitable for investors over the last year : 6.61 vs. BALCX (4.49). ETAMX return over 5 years is better than : 39.87 vs. BALCX (34.15).
| BALCX | ETAMX | BALCX / ETAMX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.14 | 115% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.121 | 2.991 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 382M | 64,660% |
| Annual Yield % from dividends | 1.24 | 1.75 | 71% |
| Returns for 1 year | 4.49 | 6.61 | 68% |
| Returns for 3 years | 30.13 | 27.11 | 111% |
| Returns for 5 years | 34.15 | 39.87 | 86% |
| Returns for 10 years | 51.38 | N/A | - |
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