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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$36.58
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
Eventide Balanced Fund
Price$14.56
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets384.03M
BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. ETCMX (384M). BALCX pays higher dividends than ETCMX: BALCX (1.19) 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 annual gain was more profitable for investors over the last year : 6.23 vs. ETCMX (4.49). BALCX return over 5 years is better than : 34.75 vs. ETCMX (28.75).
| 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 | 7.714 | 3.448 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 384M | 65,625% |
| Annual Yield % from dividends | 1.19 | 1.01 | 118% |
| Returns for 1 year | 6.23 | 4.49 | 139% |
| Returns for 3 years | 33.48 | 23.06 | 145% |
| Returns for 5 years | 34.75 | 28.75 | 121% |
| Returns for 10 years | 55.47 | 64.41 | 86% |