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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Eventide Balanced Fund
Price$14.33
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets379.17M
BALCX vs ETCMX Comparison Chart
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BALCX vs. ETCMX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. ETCMX (379M). BALCX pays higher dividends than ETCMX: BALCX (1.24) vs ETCMX (1.01). 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 (6.34) and ETCMX (6.21) have marching annual gain over last year. BALCX (30.67) and ETCMX (29.68) have equivalent 5 years return.
| 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 | 4.397 | 1.918 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 379M | 64,116% |
| Annual Yield % from dividends | 1.24 | 1.01 | 123% |
| Returns for 1 year | 6.34 | 6.21 | 102% |
| Returns for 3 years | 20.09 | 14.90 | 135% |
| Returns for 5 years | 30.67 | 29.68 | 103% |
| Returns for 10 years | 52.83 | N/A | - |
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