Interact to see
Advertisement
Advertisement
BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Eventide Balanced Fund
Price$14.58
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets381.11M
BALCX vs ETCMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. ETCMX commentary
Nov 20, 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: 264B vs. ETCMX (381M). BALCX (1.10) and ETCMX (1.10) have matching dividends . BALCX was incepted earlier than ETCMX: BALCX (25 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than BALCX (1.31). ETCMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). 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 : 8.00 vs. ETCMX (0.58). BALCX return over 5 years is better than : 33.87 vs. ETCMX (19.78).
| BALCX | ETCMX | BALCX / ETCMX | |
| Total Expense Ratio | 1.31 | 1.82 | 72% |
| Annual Report Gross Expense Ratio | 1.31 | 1.89 | 69% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 13.040 | 4.421 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 381M | 69,291% |
| Annual Yield % from dividends | 1.10 | 1.10 | 100% |
| Returns for 1 year | 8.00 | 0.58 | 1,377% |
| Returns for 3 years | 37.81 | 23.41 | 162% |
| Returns for 5 years | 33.87 | 19.78 | 171% |
| Returns for 10 years | 63.16 | 70.72 | 89% |