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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Eventide Balanced Fund
Price$14.90
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets389.92M
BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Sep 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 Hold and ETCMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. ETCMX (390M). BALCX pays higher dividends than ETCMX: BALCX (1.16) 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). 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 : 7.28 vs. ETCMX (3.38). BALCX return over 5 years is better than : 40.11 vs. ETCMX (30.61).
| 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 | 12.568 | 6.425 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 390M | 67,436% |
| Annual Yield % from dividends | 1.16 | 1.06 | 110% |
| Returns for 1 year | 7.28 | 3.38 | 216% |
| Returns for 3 years | 48.24 | 32.60 | 148% |
| Returns for 5 years | 40.11 | 30.61 | 131% |
| Returns for 10 years | 74.67 | 81.10 | 92% |