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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Eventide Balanced Fund
Price$14.91
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets388.49M
BALCX vs ETAMX Comparison Chart in %
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BALCX vs. ETAMX commentary
Sep 08, 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: 259B vs. ETAMX (388M). ETAMX pays higher dividends than BALCX: ETAMX (1.78) vs BALCX (1.16). 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). 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 : 9.12 vs. ETAMX (6.54). ETAMX (35.60) and BALCX (35.50) 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 | 25 years | 10 years | - |
| Gain YTD | 10.835 | 6.468 | 168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 388M | 66,753% |
| Annual Yield % from dividends | 1.16 | 1.78 | 65% |
| Returns for 1 year | 9.12 | 6.54 | 139% |
| Returns for 3 years | 37.20 | 27.17 | 137% |
| Returns for 5 years | 35.50 | 35.60 | 100% |
| Returns for 10 years | 67.85 | 87.99 | 77% |
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