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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Eventide Balanced Fund
Price$14.81
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets388.11M
BALCX vs ETAMX Comparison Chart in %
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BALCX vs. ETAMX commentary
Nov 14, 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 ETAMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. ETAMX (388M). ETAMX pays higher dividends than BALCX: ETAMX (1.83) vs BALCX (1.10). BALCX was incepted earlier than ETAMX: BALCX (25 years) vs ETAMX (10 years). BALCX (1.31) is less costly to investors than ETAMX (1.14). ETAMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than ETAMX: BALCX (250) vs ETAMX (1000). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. ETAMX (2.71). BALCX return over 5 years is better than : 37.03 vs. ETAMX (27.09).
| BALCX | ETAMX | BALCX / ETAMX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.14 | 115% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 15.516 | 6.961 | 223% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 388M | 69,330% |
| Annual Yield % from dividends | 1.10 | 1.83 | 60% |
| Returns for 1 year | 9.12 | 2.71 | 337% |
| Returns for 3 years | 40.63 | 27.95 | 145% |
| Returns for 5 years | 37.03 | 27.09 | 137% |
| Returns for 10 years | 70.15 | 88.43 | 79% |
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