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BALCX vs ETCMX
BALCX vs ETCMX Comparison
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BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. ETCMX (377M). BALCX pays higher dividends than ETCMX: BALCX (1.14) vs ETCMX (1.07). BALCX was incepted earlier than ETCMX: BALCX (26 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 : 5.86 vs. ETCMX (0.12). BALCX return over 5 years is better than : 27.49 vs. ETCMX (7.69).
| BALCX | ETCMX | BALCX / ETCMX | |
| Total Expense Ratio | 1.30 | 1.82 | 71% |
| Annual Report Gross Expense Ratio | 1.30 | 1.82 | 71% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 7.959 | 5.446 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 377M | 75,597% |
| Annual Yield % from dividends | 1.14 | 1.07 | 107% |
| Returns for 1 year | 5.86 | 0.12 | 4,985% |
| Returns for 3 years | 38.31 | 22.78 | 168% |
| Returns for 5 years | 27.49 | 7.69 | 357% |
| Returns for 10 years | 75.19 | 60.43 | 124% |
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