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BALCX vs ETIMX
BALCX vs ETIMX Comparison
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BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Aug 23, 2026
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: 283B vs. ETIMX (389M). ETIMX pays higher dividends than BALCX: ETIMX (2.01) vs BALCX (1.16). BALCX was incepted earlier than ETIMX: BALCX (25 years) vs ETIMX (11 years). BALCX (1.30) is less costly to investors than ETIMX (0.82). ETIMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (50.00). 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 : 11.76 vs. ETIMX (5.74). BALCX return over 5 years is better than : 29.99 vs. ETIMX (16.53).
| BALCX | ETIMX | BALCX / ETIMX | |
| Total Expense Ratio | 1.30 | 0.82 | 159% |
| Annual Report Gross Expense Ratio | 1.30 | 0.82 | 159% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 9.604 | 8.342 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 389M | 72,751% |
| Annual Yield % from dividends | 1.16 | 2.01 | 58% |
| Returns for 1 year | 11.76 | 5.74 | 205% |
| Returns for 3 years | 41.83 | 30.93 | 135% |
| Returns for 5 years | 29.99 | 16.53 | 181% |
| Returns for 10 years | 74.16 | 77.10 | 96% |
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