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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Eventide Balanced Fund
Price$13.76
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets368.64M
BALCX vs ETIMX Comparison Chart
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BALCX vs. ETIMX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 225B vs. ETIMX (369M). ETIMX pays higher dividends than BALCX: ETIMX (1.98) vs BALCX (1.28). BALCX was incepted earlier than ETIMX: BALCX (24 years) vs ETIMX (10 years). BALCX (1.32) is less costly to investors than ETIMX (0.89). BALCX is a more actively managed with annual turnover of: 171.00 vs. ETIMX (43.00). 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 : 4.81 vs. BALCX (1.81). ETIMX return over 5 years is better than : 38.51 vs. BALCX (27.72).
| BALCX | ETIMX | BALCX / ETIMX | |
| Total Expense Ratio | 1.32 | 0.82 | 161% |
| Annual Report Gross Expense Ratio | 1.32 | 0.89 | 148% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -3.896 | -2.879 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 369M | 60,976% |
| Annual Yield % from dividends | 1.28 | 1.98 | 65% |
| Returns for 1 year | 1.81 | 4.81 | 38% |
| Returns for 3 years | 8.04 | 10.73 | 75% |
| Returns for 5 years | 27.72 | 38.51 | 72% |
| Returns for 10 years | 38.61 | N/A | - |