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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$35.06
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.86B
Eventide Balanced Fund
Price$14.36
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets381.55M
BALCX vs ETIMX Comparison Chart
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BALCX vs. ETIMX commentary
May 31, 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: 241B vs. ETIMX (382M). ETIMX pays higher dividends than BALCX: ETIMX (2.02) vs BALCX (1.29). 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 : 7.17 vs. BALCX (6.77). ETIMX return over 5 years is better than : 39.23 vs. BALCX (32.68).
| 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 | 3.015 | 2.035 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 382M | 63,089% |
| Annual Yield % from dividends | 1.29 | 2.02 | 64% |
| Returns for 1 year | 6.77 | 7.17 | 94% |
| Returns for 3 years | 18.81 | 18.67 | 101% |
| Returns for 5 years | 32.68 | 39.23 | 83% |
| Returns for 10 years | 48.99 | N/A | - |
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