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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Eventide Balanced Fund
Price$14.89
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets390.39M
BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Oct 19, 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: 266B vs. ETCMX (390M). BALCX pays higher dividends than ETCMX: BALCX (1.12) vs ETCMX (1.06). BALCX was incepted earlier than ETCMX: BALCX (25 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than BALCX (1.31). ETCMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). 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 : 7.88 vs. ETCMX (2.69). BALCX return over 5 years is better than : 37.80 vs. ETCMX (24.20).
| BALCX | ETCMX | BALCX / ETCMX | |
| Total Expense Ratio | 1.31 | 1.82 | 72% |
| Annual Report Gross Expense Ratio | 1.31 | 1.89 | 69% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 13.983 | 6.464 | 216% |
| Front Load | N/A | N/A | - |
| 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 | 1.06 | 105% |
| Returns for 1 year | 7.88 | 2.69 | 293% |
| Returns for 3 years | 47.51 | 32.11 | 148% |
| Returns for 5 years | 37.80 | 24.20 | 156% |
| Returns for 10 years | 67.75 | 73.17 | 93% |
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