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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Eventide Balanced Fund
Price$14.92
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets388.49M
BALCX vs ETNMX Comparison Chart in %
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BALCX vs. ETNMX commentary
Sep 08, 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: 259B vs. ETNMX (388M). ETNMX pays higher dividends than BALCX: ETNMX (1.83) vs BALCX (1.16). BALCX was incepted earlier than ETNMX: BALCX (25 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). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. ETNMX (6.61). ETNMX (35.66) and BALCX (35.50) have equivalent 5 years return.
| BALCX | ETNMX | BALCX / ETNMX | |
| Total Expense Ratio | 1.31 | 1.02 | 128% |
| Annual Report Gross Expense Ratio | 1.31 | 1.09 | 120% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 10.835 | 6.514 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 388M | 66,753% |
| Annual Yield % from dividends | 1.16 | 1.83 | 64% |
| Returns for 1 year | 9.12 | 6.61 | 138% |
| Returns for 3 years | 37.20 | 27.41 | 136% |
| Returns for 5 years | 35.50 | 35.66 | 100% |
| Returns for 10 years | 67.85 | 88.48 | 77% |
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