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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$35.03
Change+$0.32 (+0.92%)
VolumeN/A
Net Assets240.18B
Eventide Balanced Fund
Price$14.84
Change+$0.15 (+1.02%)
VolumeN/A
Net Assets393.3M
BALCX vs ETAMX Comparison Chart
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BALCX vs. ETAMX commentary
Jan 22, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. ETAMX (393M). BALCX pays higher dividends than ETAMX: BALCX (1.59) vs ETAMX (1.36). BALCX was incepted earlier than ETAMX: BALCX (24 years) vs ETAMX (10 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 annual gain was more profitable for investors over the last year : 14.36 vs. BALCX (11.48). ETAMX return over 5 years is better than : 37.98 vs. BALCX (27.12).
| BALCX | ETAMX | BALCX / ETAMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 2.878 | 4.360 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 393M | 61,069% |
| Annual Yield % from dividends | 1.59 | 1.36 | 117% |
| Returns for 1 year | 11.48 | 14.36 | 80% |
| Returns for 3 years | 13.89 | 14.48 | 96% |
| Returns for 5 years | 27.12 | 37.98 | 71% |
| Returns for 10 years | 49.94 | N/A | - |
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