BALCX
Price
$38.63
Change
-$0.07 (-0.18%)
Updated
Oct 16 closing price
Net Assets
265.37B
ETAMX
Price
$15.00
Change
-$0.08 (-0.53%)
Updated
Oct 16 closing price
Net Assets
389.68M
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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$38.63
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets265.37B
Eventide Balanced Fund
Price$15.00
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets389.68M
BALCX vs ETAMX Comparison Chart in %
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BALCX vs. ETAMX commentary
Oct 18, 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 Hold and ETAMX is a Hold.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 265B vs. ETAMX (390M). ETAMX pays higher dividends than BALCX: ETAMX (1.78) vs BALCX (1.12). BALCX was incepted earlier than ETAMX: BALCX (25 years) vs ETAMX (10 years). BALCX (1.31) is less costly to investors than ETAMX (1.14). ETAMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). 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 : 7.92 vs. ETAMX (3.78). BALCX return over 5 years is better than : 37.66 vs. ETAMX (29.96).
BALCXETAMXBALCX / ETAMX
Total Expense Ratio1.311.07122%
Annual Report Gross Expense Ratio1.311.14115%
Fund Existence25 years10 years-
Gain YTD13.8657.571183%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets265B390M67,949%
Annual Yield % from dividends1.121.7863%
Returns for 1 year7.923.78209%
Returns for 3 years48.3936.51133%
Returns for 5 years37.6629.96126%
Returns for 10 years67.5187.5877%
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