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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Eventide Balanced Fund
Price$14.62
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets387.84M
BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. ETCMX (388M). BALCX pays higher dividends than ETCMX: BALCX (1.19) vs ETCMX (1.01). 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). ETCMX annual gain was more profitable for investors over the last year : 7.58 vs. BALCX (7.03). BALCX return over 5 years is better than : 37.14 vs. ETCMX (33.71).
| 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 | 7.684 | 4.232 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 388M | 64,948% |
| Annual Yield % from dividends | 1.19 | 1.01 | 118% |
| Returns for 1 year | 7.03 | 7.58 | 93% |
| Returns for 3 years | 32.51 | 23.69 | 137% |
| Returns for 5 years | 37.14 | 33.71 | 110% |
| Returns for 10 years | 58.16 | N/A | - |
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