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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Eventide Balanced Fund
Price$15.00
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets392.01M
BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Oct 09, 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 ETCMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. ETCMX (392M). BALCX pays higher dividends than ETCMX: BALCX (1.12) vs ETCMX (1.06). BALCX was incepted earlier than ETCMX: BALCX (25 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than BALCX (1.31). BALCX (44.00) and ETCMX (43.00) have comparable annual turnover. BALCX has a lower initial minimum investment than ETCMX: BALCX (250) vs ETCMX (1000). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. ETCMX (4.03). BALCX return over 5 years is better than : 38.19 vs. ETCMX (24.70).
| BALCX | ETCMX | BALCX / ETCMX | |
| Total Expense Ratio | 1.31 | 1.82 | 72% |
| Annual Report Gross Expense Ratio | 1.31 | 1.89 | 69% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 14.307 | 6.893 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 392M | 67,857% |
| Annual Yield % from dividends | 1.12 | 1.06 | 105% |
| Returns for 1 year | 9.12 | 4.03 | 227% |
| Returns for 3 years | 48.69 | 32.30 | 151% |
| Returns for 5 years | 38.19 | 24.70 | 155% |
| Returns for 10 years | 69.62 | 73.69 | 94% |
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