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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$34.08
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.30
Change+$0.11 (+0.78%)
VolumeN/A
CapitalizationN/A
BALCX vs ETAMX Comparison Chart
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BALCX vs. ETAMX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. ETAMX (383M). BALCX pays higher dividends than ETAMX: BALCX (1.59) vs ETAMX (1.36). BALCX was incepted earlier than ETAMX: BALCX (24 years) vs ETAMX (9 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 : 10.41 vs. BALCX (9.35). ETAMX return over 5 years is better than : 35.51 vs. BALCX (26.04).
| BALCX | ETAMX | BALCX / ETAMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 8.761 | 9.957 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 383M | 61,619% |
| Annual Yield % from dividends | 1.59 | 1.36 | 117% |
| Returns for 1 year | 9.35 | 10.41 | 90% |
| Returns for 3 years | 7.68 | 5.02 | 153% |
| Returns for 5 years | 26.04 | 35.51 | 73% |
| Returns for 10 years | 45.34 | N/A | - |
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