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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$38.94
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
Eventide Balanced Fund
Price$15.08
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets390.39M
BALCX vs ETAMX Comparison Chart in %
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BALCX vs. ETAMX commentary
Oct 21, 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: 266B vs. ETAMX (390M). ETAMX pays higher dividends than BALCX: ETAMX (1.78) vs BALCX (1.12). 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 : 8.58 vs. ETAMX (3.85). BALCX return over 5 years is better than : 40.10 vs. ETAMX (31.21).
| 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 | 14.779 | 7.571 | 195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 390M | 68,205% |
| Annual Yield % from dividends | 1.12 | 1.78 | 63% |
| Returns for 1 year | 8.58 | 3.85 | 223% |
| Returns for 3 years | 47.88 | 37.22 | 129% |
| Returns for 5 years | 40.10 | 31.21 | 128% |
| Returns for 10 years | 65.94 | 86.82 | 76% |
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