BALCX
Price
$39.09
Change
+$0.26 (+0.67%)
Updated
Oct 24 closing price
Net Assets
268.39B
ETIMX
Price
$15.09
Change
+$0.05 (+0.33%)
Updated
Oct 24 closing price
Net Assets
393.44M
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BALCX vs ETIMX

Header iconBALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMXBanner chart's image
American Funds American Balanced C
Price$39.09
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets268.39B
Eventide Balanced Fund
Price$15.09
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets393.44M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Oct 26, 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 ETIMX is a Hold.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 268B vs. ETIMX (393M). ETIMX pays higher dividends than BALCX: ETIMX (2.03) vs BALCX (1.12). BALCX was incepted earlier than ETIMX: BALCX (25 years) vs ETIMX (10 years). BALCX (1.31) is less costly to investors than ETIMX (0.89). ETIMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than ETIMX: BALCX (250) vs ETIMX (100000). BALCX annual gain was more profitable for investors over the last year : 10.15 vs. ETIMX (5.40). BALCX return over 5 years is better than : 40.01 vs. ETIMX (32.50).
BALCXETIMXBALCX / ETIMX
Total Expense Ratio1.310.82160%
Annual Report Gross Expense Ratio1.310.89147%
Fund Existence25 years10 years-
Gain YTD15.2218.071189%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets268B393M68,193%
Annual Yield % from dividends1.122.0355%
Returns for 1 year10.155.40188%
Returns for 3 years45.8936.22127%
Returns for 5 years40.0132.50123%
Returns for 10 years67.1193.2572%
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