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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Eventide Balanced Fund
Price$13.86
Change+$0.15 (+1.09%)
VolumeN/A
Net Assets370.8M
BALCX vs ETCMX Comparison Chart
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BALCX vs. ETCMX commentary
Apr 25, 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: 227B vs. ETCMX (371M). BALCX pays higher dividends than ETCMX: BALCX (1.28) vs ETCMX (0.98). BALCX was incepted earlier than ETCMX: BALCX (24 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (43.00). BALCX has a lower initial minimum investment than ETCMX: BALCX (250) vs ETCMX (1000). ETCMX annual gain was more profitable for investors over the last year : 3.47 vs. BALCX (0.88). ETCMX return over 5 years is better than : 33.88 vs. BALCX (28.57).
| BALCX | ETCMX | BALCX / ETCMX | |
| Total Expense Ratio | 1.32 | 1.82 | 73% |
| Annual Report Gross Expense Ratio | 1.32 | 1.89 | 70% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -4.013 | -2.913 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 371M | 61,186% |
| Annual Yield % from dividends | 1.28 | 0.98 | 131% |
| Returns for 1 year | 0.88 | 3.47 | 25% |
| Returns for 3 years | 10.05 | 8.53 | 118% |
| Returns for 5 years | 28.57 | 33.88 | 84% |
| Returns for 10 years | 37.55 | N/A | - |
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