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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Eventide Balanced Fund
Price$14.86
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
BALCX vs ETAMX Comparison Chart in %
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BALCX vs. ETAMX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. ETAMX (389M). 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). BALCX annual gain was more profitable for investors over the last year : 9.43 vs. ETAMX (7.80). ETAMX (35.74) and BALCX (35.43) have equivalent 5 years return.
| 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 | 8.597 | 5.500 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 389M | 65,296% |
| Annual Yield % from dividends | 1.19 | 1.74 | 68% |
| Returns for 1 year | 9.43 | 7.80 | 121% |
| Returns for 3 years | 32.20 | 24.60 | 131% |
| Returns for 5 years | 35.43 | 35.74 | 99% |
| Returns for 10 years | 58.21 | 80.32 | 72% |
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