BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
ETCMX
Price
$14.74
Change
+$0.05 (+0.34%)
Updated
Jul 25 closing price
Net Assets
389.06M
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BALCX vs ETCMX

Header iconBALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Eventide Balanced Fund
Price$14.74
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. ETCMX (389M). 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). BALCX annual gain was more profitable for investors over the last year : 9.43 vs. ETCMX (6.98). BALCX return over 5 years is better than : 35.43 vs. ETCMX (30.35).
BALCXETCMXBALCX / ETCMX
Total Expense Ratio1.311.8272%
Annual Report Gross Expense Ratio1.311.8969%
Fund Existence24 years10 years-
Gain YTD8.5975.088169%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B389M65,296%
Annual Yield % from dividends1.191.01118%
Returns for 1 year9.436.98135%
Returns for 3 years32.2021.89147%
Returns for 5 years35.4330.35117%
Returns for 10 years58.2167.6986%
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