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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Eventide Balanced Fund
Price$14.39
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets391.07M
BALCX vs ETCMX Comparison Chart
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BALCX vs. ETCMX commentary
Feb 23, 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 Hold and ETCMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. ETCMX (391M). BALCX pays higher dividends than ETCMX: BALCX (1.59) vs ETCMX (0.73). BALCX was incepted earlier than ETCMX: BALCX (24 years) vs ETCMX (10 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (48.00). BALCX has a lower initial minimum investment than ETCMX: BALCX (250) vs ETCMX (1000). ETCMX (8.70) and BALCX (8.38) have marching annual gain over last year. ETCMX (26.55) and BALCX (26.14) have equivalent 5 years return.
| BALCX | ETCMX | BALCX / ETCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 2.790 | 2.065 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 391M | 61,893% |
| Annual Yield % from dividends | 1.59 | 0.73 | 219% |
| Returns for 1 year | 8.38 | 8.70 | 96% |
| Returns for 3 years | 15.69 | 12.27 | 128% |
| Returns for 5 years | 26.14 | 26.55 | 98% |
| Returns for 10 years | 46.66 | N/A | - |
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