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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Eventide Balanced Fund
Price$14.70
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets387.84M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Jul 07, 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: 252B vs. ETIMX (388M). ETIMX pays higher dividends than BALCX: ETIMX (1.99) vs BALCX (1.19). BALCX was incepted earlier than ETIMX: BALCX (24 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). ETIMX annual gain was more profitable for investors over the last year : 8.61 vs. BALCX (7.03). ETIMX return over 5 years is better than : 40.57 vs. BALCX (37.14).
| BALCX | ETIMX | BALCX / ETIMX | |
| Total Expense Ratio | 1.31 | 0.82 | 160% |
| Annual Report Gross Expense Ratio | 1.31 | 0.89 | 147% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 7.684 | 4.713 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 388M | 64,948% |
| Annual Yield % from dividends | 1.19 | 1.99 | 60% |
| Returns for 1 year | 7.03 | 8.61 | 82% |
| Returns for 3 years | 32.51 | 27.45 | 118% |
| Returns for 5 years | 37.14 | 40.57 | 92% |
| Returns for 10 years | 58.16 | N/A | - |
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