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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Eventide Balanced Fund
Price$14.48
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets391.07M
BALCX vs ETNMX Comparison Chart
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BALCX vs. ETNMX commentary
Feb 23, 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 Hold and ETNMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. ETNMX (391M). BALCX pays higher dividends than ETNMX: BALCX (1.59) vs ETNMX (1.40). BALCX was incepted earlier than ETNMX: BALCX (24 years) vs ETNMX (10 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. ETNMX (48.00). 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 : 9.60 vs. BALCX (8.38). ETNMX return over 5 years is better than : 31.86 vs. BALCX (26.14).
| BALCX | ETNMX | BALCX / ETNMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 2.790 | 2.190 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 391M | 61,893% |
| Annual Yield % from dividends | 1.59 | 1.40 | 113% |
| Returns for 1 year | 8.38 | 9.60 | 87% |
| Returns for 3 years | 15.69 | 15.04 | 104% |
| Returns for 5 years | 26.14 | 31.86 | 82% |
| Returns for 10 years | 46.66 | N/A | - |
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