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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$33.83
Change-$0.51 (-1.49%)
VolumeN/A
Net Assets237.28B
Eventide Balanced Fund
Price$14.06
Change-$0.12 (-0.85%)
VolumeN/A
Net Assets383.17M
BALCX vs ETNMX Comparison Chart
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BALCX vs. ETNMX commentary
Mar 11, 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 ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 237B vs. ETNMX (383M). ETNMX pays higher dividends than BALCX: ETNMX (1.71) vs BALCX (1.26). BALCX was incepted earlier than ETNMX: BALCX (24 years) vs ETNMX (10 years). BALCX (1.32) is less costly to investors than ETNMX (1.09). BALCX is a more actively managed with annual turnover of: 171.00 vs. ETNMX (43.00). BALCX has a lower initial minimum investment than ETNMX: BALCX (250) vs ETNMX (1000). ETNMX annual gain was more profitable for investors over the last year : 5.02 vs. BALCX (4.36). ETNMX return over 5 years is better than : 35.01 vs. BALCX (30.42).
| BALCX | ETNMX | BALCX / ETNMX | |
| Total Expense Ratio | 1.32 | 1.02 | 129% |
| Annual Report Gross Expense Ratio | 1.32 | 1.09 | 121% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 0.852 | 0.235 | 362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 383M | 61,880% |
| Annual Yield % from dividends | 1.26 | 1.71 | 73% |
| Returns for 1 year | 4.36 | 5.02 | 87% |
| Returns for 3 years | 15.43 | 13.21 | 117% |
| Returns for 5 years | 30.42 | 35.01 | 87% |
| Returns for 10 years | 47.34 | N/A | - |