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BALCX vs ETAMX
BALCX vs ETAMX Comparison
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BALCX vs. ETAMX commentary
Aug 23, 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 Hold and ETAMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. ETAMX (389M). ETAMX pays higher dividends than BALCX: ETAMX (1.77) vs BALCX (1.16). 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 : 11.76 vs. ETAMX (5.47). BALCX return over 5 years is better than : 29.99 vs. ETAMX (15.21).
| 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 | 9.604 | 8.170 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 389M | 72,751% |
| Annual Yield % from dividends | 1.16 | 1.77 | 65% |
| Returns for 1 year | 11.76 | 5.47 | 215% |
| Returns for 3 years | 41.83 | 29.98 | 140% |
| Returns for 5 years | 29.99 | 15.21 | 197% |
| Returns for 10 years | 74.16 | 73.44 | 101% |
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