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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$38.64
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
Eventide Balanced Fund
Price$15.12
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets394.02M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Oct 05, 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: 266B vs. ETIMX (394M). ETIMX pays higher dividends than BALCX: ETIMX (2.03) vs BALCX (1.12). 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 : 9.03 vs. ETIMX (5.54). BALCX return over 5 years is better than : 40.62 vs. ETIMX (35.61).
| 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 | 13.894 | 8.214 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 394M | 67,513% |
| Annual Yield % from dividends | 1.12 | 2.03 | 55% |
| Returns for 1 year | 9.03 | 5.54 | 163% |
| Returns for 3 years | 44.26 | 33.22 | 133% |
| Returns for 5 years | 40.62 | 35.61 | 114% |
| Returns for 10 years | 70.76 | 94.31 | 75% |
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