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BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.38
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets380.56M
BALCX vs ETAMX Comparison Chart in %
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BALCX vs. ETAMX commentary
Dec 27, 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 StrongBuy and ETAMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. ETAMX (381M). ETAMX pays higher dividends than BALCX: ETAMX (1.83) vs BALCX (1.08). BALCX was incepted earlier than ETAMX: BALCX (25 years) vs ETAMX (10 years). BALCX (1.31) is less costly to investors than ETAMX (1.07). 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 : 8.54 vs. ETAMX (1.89). BALCX return over 5 years is better than : 30.78 vs. ETAMX (17.41).
| BALCX | ETAMX | BALCX / ETAMX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.07 | 122% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 10.004 | 2.746 | 364% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 381M | 70,604% |
| Annual Yield % from dividends | 1.08 | 1.83 | 59% |
| Returns for 1 year | 8.54 | 1.89 | 453% |
| Returns for 3 years | 34.84 | 25.51 | 137% |
| Returns for 5 years | 30.78 | 17.41 | 177% |
| Returns for 10 years | 66.04 | 77.94 | 85% |
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