Interact to see
Advertisement
Advertisement
BALCX vs ETAMX
BALCX vs ETAMX Comparison
Open Charts BALCX vs ETAMX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Eventide Balanced Fund
Price$14.70
Change-$0.33 (-2.20%)
VolumeN/A
Net Assets386.3M
BALCX vs ETAMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. ETAMX commentary
Feb 04, 2026
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 Hold and ETAMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. ETAMX (386M). ETAMX pays higher dividends than BALCX: ETAMX (1.82) vs BALCX (1.25). BALCX was incepted earlier than ETAMX: BALCX (25 years) vs ETAMX (11 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 : 10.51 vs. ETAMX (2.81). BALCX return over 5 years is better than : 31.49 vs. ETAMX (15.88).
| 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 | 11 years | - |
| Gain YTD | 2.396 | 3.029 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 386M | 69,948% |
| Annual Yield % from dividends | 1.25 | 1.82 | 69% |
| Returns for 1 year | 10.51 | 2.81 | 374% |
| Returns for 3 years | 33.72 | 22.75 | 148% |
| Returns for 5 years | 31.49 | 15.88 | 198% |
| Returns for 10 years | 79.52 | 88.33 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement