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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$34.53
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets237.69B
Eventide Balanced Fund
Price$14.25
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets378.77M
BALCX vs ETNMX Comparison Chart
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BALCX vs. ETNMX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. ETNMX (379M). ETNMX pays higher dividends than BALCX: ETNMX (1.81) vs BALCX (1.29). BALCX was incepted earlier than ETNMX: BALCX (24 years) vs ETNMX (10 years). BALCX (1.31) is less costly to investors than ETNMX (1.09). BALCX (44.00) and ETNMX (43.00) have comparable annual turnover. 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 : 5.11 vs. BALCX (3.98). ETNMX return over 5 years is better than : 40.38 vs. BALCX (33.88).
| BALCX | ETNMX | BALCX / ETNMX | |
| Total Expense Ratio | 1.31 | 1.02 | 128% |
| Annual Report Gross Expense Ratio | 1.31 | 1.09 | 120% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 1.721 | 1.139 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 379M | 62,797% |
| Annual Yield % from dividends | 1.29 | 1.81 | 71% |
| Returns for 1 year | 3.98 | 5.11 | 78% |
| Returns for 3 years | 20.44 | 19.59 | 104% |
| Returns for 5 years | 33.88 | 40.38 | 84% |
| Returns for 10 years | 46.18 | N/A | - |
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