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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$35.34
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.2B
Eventide Balanced Fund
Price$14.42
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets380.04M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Jun 22, 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 Hold and ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. ETIMX (380M). ETIMX pays higher dividends than BALCX: ETIMX (2.00) vs BALCX (1.24). 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). ETIMX annual gain was more profitable for investors over the last year : 6.07 vs. BALCX (3.76). ETIMX return over 5 years is better than : 38.19 vs. BALCX (33.29).
| 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 | 4.062 | 2.533 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 380M | 64,211% |
| Annual Yield % from dividends | 1.24 | 2.00 | 62% |
| Returns for 1 year | 3.76 | 6.07 | 62% |
| Returns for 3 years | 29.83 | 27.64 | 108% |
| Returns for 5 years | 33.29 | 38.19 | 87% |
| Returns for 10 years | 50.44 | N/A | - |
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