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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$36.10
Change+$0.12 (+0.33%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.97
Change+$0.15 (+1.01%)
VolumeN/A
CapitalizationN/A
BALCX vs ETAMX Comparison Chart
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BALCX vs. ETAMX commentary
Nov 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 237B vs. ETAMX (398M). 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). ETAMX (20.76) and BALCX (19.92) have marching annual gain over last year. ETAMX return over 5 years is better than : 44.03 vs. BALCX (32.42).
| 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 | 14.207 | 14.951 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 398M | 59,548% |
| Annual Yield % from dividends | 1.59 | 1.36 | 117% |
| Returns for 1 year | 19.92 | 20.76 | 96% |
| Returns for 3 years | 10.33 | 3.05 | 339% |
| Returns for 5 years | 32.42 | 44.03 | 74% |
| Returns for 10 years | 45.06 | N/A | - |
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