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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$36.73
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
Eventide Balanced Fund
Price$14.63
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets385.97M
BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Aug 07, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. ETCMX (386M). BALCX pays higher dividends than ETCMX: BALCX (1.18) vs ETCMX (1.05). BALCX was incepted earlier than ETCMX: BALCX (24 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 : 9.98 vs. ETCMX (6.91). BALCX return over 5 years is better than : 32.54 vs. ETCMX (26.54).
| BALCX | ETCMX | BALCX / ETCMX | |
| Total Expense Ratio | 1.31 | 1.82 | 72% |
| Annual Report Gross Expense Ratio | 1.31 | 1.89 | 69% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 8.155 | 4.614 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 386M | 65,285% |
| Annual Yield % from dividends | 1.18 | 1.05 | 112% |
| Returns for 1 year | 9.98 | 6.91 | 145% |
| Returns for 3 years | 28.72 | 18.89 | 152% |
| Returns for 5 years | 32.54 | 26.54 | 123% |
| Returns for 10 years | 57.88 | 68.29 | 85% |
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