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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$36.43
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets252.98B
Eventide Balanced Fund
Price$14.69
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets384.05M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Aug 02, 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: 253B vs. ETIMX (384M). ETIMX pays higher dividends than BALCX: ETIMX (2.03) vs BALCX (1.18). BALCX was incepted earlier than ETIMX: BALCX (24 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 : 6.69 vs. ETIMX (5.46). ETIMX (33.66) and BALCX (33.12) 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 | 24 years | 10 years | - |
| Gain YTD | 7.272 | 4.618 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 384M | 65,885% |
| Annual Yield % from dividends | 1.18 | 2.03 | 58% |
| Returns for 1 year | 6.69 | 5.46 | 122% |
| Returns for 3 years | 28.36 | 21.87 | 130% |
| Returns for 5 years | 33.12 | 33.66 | 98% |
| Returns for 10 years | 55.58 | 83.17 | 67% |
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