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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Eventide Balanced Fund
Price$13.95
Change+$0.15 (+1.09%)
VolumeN/A
Net Assets370.8M
BALCX vs ETNMX Comparison Chart
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BALCX vs. ETNMX commentary
Apr 25, 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: 227B vs. ETNMX (371M). ETNMX pays higher dividends than BALCX: ETNMX (1.78) vs BALCX (1.28). 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 : 5.05 vs. BALCX (3.38). ETNMX return over 5 years is better than : 39.99 vs. BALCX (31.61).
| 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 | -1.749 | -2.289 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 371M | 61,186% |
| Annual Yield % from dividends | 1.28 | 1.78 | 72% |
| Returns for 1 year | 3.38 | 5.05 | 67% |
| Returns for 3 years | 12.46 | 11.38 | 110% |
| Returns for 5 years | 31.61 | 39.99 | 79% |
| Returns for 10 years | 41.14 | N/A | - |
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