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BALCX vs ETCMX
BALCX vs ETCMX Comparison
Open Charts BALCX vs ETCMX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.86
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets388.19M
BALCX vs ETCMX Comparison Chart in %
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BALCX vs. ETCMX commentary
Dec 04, 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 (388M). 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 : 8.45 vs. ETCMX (1.05). BALCX return over 5 years is better than : 34.89 vs. ETCMX (21.19).
| 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 | 15.810 | 6.639 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 388M | 69,330% |
| Annual Yield % from dividends | 1.08 | 1.11 | 97% |
| Returns for 1 year | 8.45 | 1.05 | 805% |
| Returns for 3 years | 37.32 | 23.12 | 161% |
| Returns for 5 years | 34.89 | 21.19 | 165% |
| Returns for 10 years | 66.76 | 75.76 | 88% |
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