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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Eventide Balanced Fund
Price$14.65
Change-$0.10 (-0.68%)
VolumeN/A
Net Assets387.43M
BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Aug 17, 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 ETCMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. ETCMX (387M). BALCX pays higher dividends than ETCMX: BALCX (1.18) vs ETCMX (1.05). BALCX was incepted earlier than ETCMX: BALCX (24 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than BALCX (1.31). BALCX (44.00) and ETCMX (43.00) have comparable annual turnover. BALCX has a lower initial minimum investment than ETCMX: BALCX (250) vs ETCMX (1000). BALCX annual gain was more profitable for investors over the last year : 7.16 vs. ETCMX (4.57). BALCX return over 5 years is better than : 33.87 vs. ETCMX (26.77).
| BALCX | ETCMX | BALCX / ETCMX | |
| Total Expense Ratio | 1.31 | 1.82 | 72% |
| Annual Report Gross Expense Ratio | 1.31 | 1.89 | 69% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 9.274 | 4.543 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 387M | 66,150% |
| Annual Yield % from dividends | 1.18 | 1.05 | 112% |
| Returns for 1 year | 7.16 | 4.57 | 157% |
| Returns for 3 years | 27.12 | 16.42 | 165% |
| Returns for 5 years | 33.87 | 26.77 | 127% |
| Returns for 10 years | 59.19 | 68.00 | 87% |
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