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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Eventide Balanced Fund
Price$14.95
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets388.49M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Sep 09, 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 ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. ETIMX (388M). ETIMX pays higher dividends than BALCX: ETIMX (2.03) vs BALCX (1.16). BALCX was incepted earlier than ETIMX: BALCX (25 years) vs ETIMX (10 years). BALCX (1.31) is less costly to investors than ETIMX (0.89). BALCX (44.00) and ETIMX (43.00) have comparable annual turnover. 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 : 10.89 vs. ETIMX (7.49). ETIMX (37.28) and BALCX (36.42) have equivalent 5 years return.
| BALCX | ETIMX | BALCX / ETIMX | |
| Total Expense Ratio | 1.31 | 0.82 | 160% |
| Annual Report Gross Expense Ratio | 1.31 | 0.89 | 147% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 11.277 | 6.870 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 388M | 66,753% |
| Annual Yield % from dividends | 1.16 | 2.03 | 57% |
| Returns for 1 year | 10.89 | 7.49 | 145% |
| Returns for 3 years | 34.57 | 25.49 | 136% |
| Returns for 5 years | 36.42 | 37.28 | 98% |
| Returns for 10 years | 69.02 | 93.33 | 74% |
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