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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
Sep 12, 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: 285B vs. ETAMX (377M). ETAMX pays higher dividends than BALCX: ETAMX (1.77) vs BALCX (1.14). BALCX was incepted earlier than ETAMX: BALCX (26 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 : 5.86 vs. ETAMX (0.93). BALCX return over 5 years is better than : 27.49 vs. ETAMX (11.99).
| BALCX | ETAMX | BALCX / ETAMX | |
| Total Expense Ratio | 1.30 | 1.07 | 121% |
| Annual Report Gross Expense Ratio | 1.30 | 1.07 | 121% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 7.959 | 5.986 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 377M | 75,597% |
| Annual Yield % from dividends | 1.14 | 1.77 | 65% |
| Returns for 1 year | 5.86 | 0.93 | 631% |
| Returns for 3 years | 38.31 | 25.66 | 149% |
| Returns for 5 years | 27.49 | 11.99 | 229% |
| Returns for 10 years | 75.19 | 72.95 | 103% |
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