Interact to see
Advertisement
Advertisement
BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
BALCX vs ETCMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. ETCMX commentary
Jul 14, 2026
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: 288B vs. ETCMX (392M). BALCX pays higher dividends than ETCMX: BALCX (1.14) vs ETCMX (1.05). BALCX was incepted earlier than ETCMX: BALCX (25 years) vs ETCMX (11 years). ETCMX (1.82) is less costly to investors than BALCX (1.30). ETCMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (50.00). 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 : 11.18 vs. ETCMX (7.35). BALCX return over 5 years is better than : 29.01 vs. ETCMX (14.01).
| BALCX | ETCMX | BALCX / ETCMX | |
| Total Expense Ratio | 1.30 | 1.82 | 71% |
| Annual Report Gross Expense Ratio | 1.30 | 1.82 | 71% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 8.148 | 9.611 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 392M | 73,469% |
| Annual Yield % from dividends | 1.14 | 1.05 | 108% |
| Returns for 1 year | 11.18 | 7.35 | 152% |
| Returns for 3 years | 36.57 | 27.59 | 133% |
| Returns for 5 years | 29.01 | 14.01 | 207% |
| Returns for 10 years | 72.74 | 67.89 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement