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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.62
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
BALCX vs ETCMX Comparison Chart
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BALCX vs. ETCMX commentary
Nov 18, 2024
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 StrongBuy and ETCMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. ETCMX (397M). BALCX pays higher dividends than ETCMX: BALCX (1.59) vs ETCMX (0.73). BALCX was incepted earlier than ETCMX: BALCX (24 years) vs ETCMX (9 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). BALCX annual gain was more profitable for investors over the last year : 20.01 vs. ETCMX (19.00). ETCMX return over 5 years is better than : 36.46 vs. BALCX (30.97).
| BALCX | ETCMX | BALCX / ETCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 13.321 | 12.431 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 397M | 59,446% |
| Annual Yield % from dividends | 1.59 | 0.73 | 219% |
| Returns for 1 year | 20.01 | 19.00 | 105% |
| Returns for 3 years | 8.73 | -0.96 | -906% |
| Returns for 5 years | 30.97 | 36.46 | 85% |
| Returns for 10 years | 44.77 | N/A | - |
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