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BALCX vs ETAMX
BALCX vs ETAMX Comparison
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BALCX vs ETAMX Comparison Chart in %
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BALCX vs. ETAMX commentary
Jul 09, 2026
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: 288B vs. ETAMX (389M). ETAMX pays higher dividends than BALCX: ETAMX (1.72) vs BALCX (1.14). BALCX was incepted earlier than ETAMX: BALCX (25 years) vs ETAMX (11 years). BALCX (1.30) is less costly to investors than ETAMX (1.07). ETAMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (50.00). 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 : 12.21 vs. ETAMX (7.68). BALCX return over 5 years is better than : 29.51 vs. ETAMX (17.33).
| BALCX | ETAMX | BALCX / ETAMX | |
| Total Expense Ratio | 1.30 | 1.07 | 121% |
| Annual Report Gross Expense Ratio | 1.30 | 1.07 | 121% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 8.606 | 9.290 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 389M | 74,036% |
| Annual Yield % from dividends | 1.14 | 1.72 | 66% |
| Returns for 1 year | 12.21 | 7.68 | 159% |
| Returns for 3 years | 40.45 | 32.13 | 126% |
| Returns for 5 years | 29.51 | 17.33 | 170% |
| Returns for 10 years | 74.46 | 81.42 | 91% |
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