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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.20
Change-$0.30 (-2.07%)
VolumeN/A
CapitalizationN/A
BALCX vs ETNMX Comparison Chart
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BALCX vs. ETNMX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. ETNMX (389M). BALCX pays higher dividends than ETNMX: BALCX (1.59) vs ETNMX (1.40). BALCX was incepted earlier than ETNMX: BALCX (24 years) vs ETNMX (9 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 : 12.86 vs. BALCX (11.89). ETNMX return over 5 years is better than : 38.34 vs. BALCX (28.93).
| BALCX | ETNMX | BALCX / ETNMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 10.937 | 11.797 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 389M | 61,954% |
| Annual Yield % from dividends | 1.59 | 1.40 | 113% |
| Returns for 1 year | 11.89 | 12.86 | 92% |
| Returns for 3 years | 10.17 | 7.03 | 145% |
| Returns for 5 years | 28.93 | 38.34 | 75% |
| Returns for 10 years | 40.96 | N/A | - |
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