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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$38.21
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
Eventide Balanced Fund
Price$14.85
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets389.5M
BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Sep 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. ETCMX (389M). BALCX pays higher dividends than ETCMX: BALCX (1.16) 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 : 8.68 vs. ETCMX (3.53). BALCX return over 5 years is better than : 38.82 vs. ETCMX (30.26).
| 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 | 12.513 | 6.139 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 389M | 67,609% |
| Annual Yield % from dividends | 1.16 | 1.06 | 110% |
| Returns for 1 year | 8.68 | 3.53 | 246% |
| Returns for 3 years | 40.18 | 25.61 | 157% |
| Returns for 5 years | 38.82 | 30.26 | 128% |
| Returns for 10 years | 71.19 | 75.71 | 94% |
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