Interact to see
Advertisement
Advertisement
BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$37.39
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
Eventide Balanced Fund
Price$14.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets387.23M
BALCX vs ETCMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. ETCMX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 255B vs. ETCMX (387M). BALCX pays higher dividends than ETCMX: BALCX (1.18) vs ETCMX (1.05). 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 : 7.26 vs. ETCMX (4.77). BALCX return over 5 years is better than : 33.22 vs. ETCMX (27.68).
| 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 | 10.099 | 5.782 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 387M | 65,891% |
| Annual Yield % from dividends | 1.18 | 1.05 | 112% |
| Returns for 1 year | 7.26 | 4.77 | 152% |
| Returns for 3 years | 33.01 | 21.95 | 150% |
| Returns for 5 years | 33.22 | 27.68 | 120% |
| Returns for 10 years | 66.67 | 73.31 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement