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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
Sep 13, 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 Buy and ETIMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. ETIMX (377M). ETIMX pays higher dividends than BALCX: ETIMX (2.01) vs BALCX (1.14). BALCX was incepted earlier than ETIMX: BALCX (26 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 : 5.86 vs. ETIMX (1.12). BALCX return over 5 years is better than : 27.49 vs. ETIMX (13.27).
| BALCX | ETIMX | BALCX / ETIMX | |
| Total Expense Ratio | 1.30 | 0.82 | 159% |
| Annual Report Gross Expense Ratio | 1.30 | 0.82 | 159% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 7.959 | 6.172 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 377M | 75,597% |
| Annual Yield % from dividends | 1.14 | 2.01 | 57% |
| Returns for 1 year | 5.86 | 1.12 | 525% |
| Returns for 3 years | 38.31 | 26.56 | 144% |
| Returns for 5 years | 27.49 | 13.27 | 207% |
| Returns for 10 years | 75.19 | 76.57 | 98% |