BALCX
Price
$37.11
Change
-$0.08 (-0.22%)
Updated
Aug 15 closing price
Net Assets
256.26B
ETAMX
Price
$14.77
Change
-$0.09 (-0.61%)
Updated
Aug 15 closing price
Net Assets
387.43M
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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$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Eventide Balanced Fund
Price$14.77
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets387.43M
BALCX vs ETAMX Comparison Chart in %
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BALCX vs. ETAMX commentary
Aug 17, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. ETAMX (387M). ETAMX pays higher dividends than BALCX: ETAMX (1.78) vs BALCX (1.18). 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 : 7.16 vs. ETAMX (5.39). BALCX return over 5 years is better than : 33.87 vs. ETAMX (32.03).
BALCXETAMXBALCX / ETAMX
Total Expense Ratio1.311.07122%
Annual Report Gross Expense Ratio1.311.14115%
Fund Existence24 years10 years-
Gain YTD9.2745.028184%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets256B387M66,150%
Annual Yield % from dividends1.181.7866%
Returns for 1 year7.165.39133%
Returns for 3 years27.1219.14142%
Returns for 5 years33.8732.03106%
Returns for 10 years59.1980.6073%
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