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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Eventide Balanced Fund
Price$13.84
Change-$0.35 (-2.47%)
VolumeN/A
Net Assets383.37M
BALCX vs ETCMX Comparison Chart
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BALCX vs. ETCMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. ETCMX (383M). BALCX pays higher dividends than ETCMX: BALCX (1.28) vs ETCMX (0.98). BALCX was incepted earlier than ETCMX: BALCX (24 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (43.00). BALCX has a lower initial minimum investment than ETCMX: BALCX (250) vs ETCMX (1000). ETCMX annual gain was more profitable for investors over the last year : 4.51 vs. BALCX (0.58). ETCMX return over 5 years is better than : 50.07 vs. BALCX (41.73).
| BALCX | ETCMX | BALCX / ETCMX | |
| Total Expense Ratio | 1.32 | 1.82 | 73% |
| Annual Report Gross Expense Ratio | 1.32 | 1.89 | 70% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -2.337 | 0.854 | -274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 383M | 61,358% |
| Annual Yield % from dividends | 1.28 | 0.98 | 131% |
| Returns for 1 year | 0.58 | 4.51 | 13% |
| Returns for 3 years | 7.28 | 8.87 | 82% |
| Returns for 5 years | 41.73 | 50.07 | 83% |
| Returns for 10 years | 41.88 | N/A | - |
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