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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$38.23
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
Eventide Balanced Fund
Price$14.99
Change-$0.09 (-0.60%)
VolumeN/A
Net Assets388.86M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Sep 14, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. ETIMX (389M). ETIMX pays higher dividends than BALCX: ETIMX (2.03) vs BALCX (1.16). 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). BALCX (44.00) and ETIMX (43.00) have comparable annual turnover. 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 : 9.49 vs. ETIMX (7.06). ETIMX (39.06) and BALCX (38.87) have equivalent 5 years return.
| BALCX | ETIMX | BALCX / ETIMX | |
| Total Expense Ratio | 1.31 | 0.82 | 160% |
| Annual Report Gross Expense Ratio | 1.31 | 0.89 | 147% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 12.572 | 7.799 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 389M | 67,352% |
| Annual Yield % from dividends | 1.16 | 2.03 | 57% |
| Returns for 1 year | 9.49 | 7.06 | 134% |
| Returns for 3 years | 39.37 | 28.42 | 139% |
| Returns for 5 years | 38.87 | 39.06 | 100% |
| Returns for 10 years | 70.34 | 95.01 | 74% |
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