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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$39.84
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.94
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets390.22M
BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Dec 13, 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 ETCMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. ETCMX (390M). ETCMX (1.11) and BALCX (1.08) have matching dividends . 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 : 9.79 vs. ETCMX (3.33). BALCX return over 5 years is better than : 36.51 vs. ETCMX (21.14).
| 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 | 17.432 | 6.926 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 390M | 68,974% |
| Annual Yield % from dividends | 1.08 | 1.11 | 97% |
| Returns for 1 year | 9.79 | 3.33 | 294% |
| Returns for 3 years | 40.91 | 25.06 | 163% |
| Returns for 5 years | 36.51 | 21.14 | 173% |
| Returns for 10 years | 72.83 | 79.78 | 91% |
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