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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Eventide Balanced Fund
Price$14.68
Change-$0.32 (-2.13%)
VolumeN/A
Net Assets386.3M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Feb 05, 2026
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 ETIMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. ETIMX (386M). ETIMX pays higher dividends than BALCX: ETIMX (2.06) vs BALCX (1.25). BALCX was incepted earlier than ETIMX: BALCX (25 years) vs ETIMX (11 years). BALCX (1.31) is less costly to investors than ETIMX (0.82). ETIMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than ETIMX: BALCX (250) vs ETIMX (100000). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. ETIMX (3.12). BALCX return over 5 years is better than : 31.49 vs. ETIMX (17.08).
| BALCX | ETIMX | BALCX / ETIMX | |
| Total Expense Ratio | 1.31 | 0.82 | 160% |
| Annual Report Gross Expense Ratio | 1.31 | 0.82 | 160% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 2.396 | 3.126 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 386M | 69,948% |
| Annual Yield % from dividends | 1.25 | 2.06 | 61% |
| Returns for 1 year | 10.51 | 3.12 | 337% |
| Returns for 3 years | 33.72 | 23.69 | 142% |
| Returns for 5 years | 31.49 | 17.08 | 184% |
| Returns for 10 years | 79.52 | 92.51 | 86% |
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