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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
Jun 04, 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: 279B vs. ETIMX (390M). ETIMX pays higher dividends than BALCX: ETIMX (2.00) 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 : 16.84 vs. ETIMX (9.36). BALCX return over 5 years is better than : 31.27 vs. ETIMX (19.83).
| 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 | 9.372 | 8.761 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 390M | 71,538% |
| Annual Yield % from dividends | 1.16 | 2.00 | 58% |
| Returns for 1 year | 16.84 | 9.36 | 180% |
| Returns for 3 years | 42.32 | 34.00 | 124% |
| Returns for 5 years | 31.27 | 19.83 | 158% |
| Returns for 10 years | 77.17 | 84.44 | 91% |
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