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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$39.09
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets268.39B
Eventide Balanced Fund
Price$15.09
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets393.44M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Oct 26, 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: 268B vs. ETIMX (393M). 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). ETIMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). 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 : 10.15 vs. ETIMX (5.40). BALCX return over 5 years is better than : 40.01 vs. ETIMX (32.50).
| 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 | 15.221 | 8.071 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 393M | 68,193% |
| Annual Yield % from dividends | 1.12 | 2.03 | 55% |
| Returns for 1 year | 10.15 | 5.40 | 188% |
| Returns for 3 years | 45.89 | 36.22 | 127% |
| Returns for 5 years | 40.01 | 32.50 | 123% |
| Returns for 10 years | 67.11 | 93.25 | 72% |
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