BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
ETAMX
Price
$14.73
Change
+$0.03 (+0.20%)
Updated
Jul 3 closing price
Net Assets
387.84M
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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$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Eventide Balanced Fund
Price$14.73
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets387.84M
BALCX vs ETAMX Comparison Chart in %
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BALCX vs. ETAMX commentary
Jul 05, 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 Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. ETAMX (388M). 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). ETAMX annual gain was more profitable for investors over the last year : 8.33 vs. BALCX (7.03). ETAMX return over 5 years is better than : 39.26 vs. BALCX (37.14).
BALCXETAMXBALCX / ETAMX
Total Expense Ratio1.311.07122%
Annual Report Gross Expense Ratio1.311.14115%
Fund Existence24 years10 years-
Gain YTD7.6844.577168%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B388M64,948%
Annual Yield % from dividends1.191.7468%
Returns for 1 year7.038.3384%
Returns for 3 years32.5126.54122%
Returns for 5 years37.1439.2695%
Returns for 10 years58.16N/A-
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