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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Eventide Balanced Fund
Price$14.38
Change-$0.12 (-0.83%)
VolumeN/A
Net Assets378.9M
BALCX vs ETIMX Comparison Chart
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BALCX vs. ETIMX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. ETIMX (379M). ETIMX pays higher dividends than BALCX: ETIMX (2.00) vs BALCX (1.24). 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 : 6.00 vs. BALCX (4.49). ETIMX return over 5 years is better than : 40.14 vs. BALCX (34.15).
| 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 | 4.121 | 2.248 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 379M | 64,380% |
| Annual Yield % from dividends | 1.24 | 2.00 | 62% |
| Returns for 1 year | 4.49 | 6.00 | 75% |
| Returns for 3 years | 30.13 | 26.96 | 112% |
| Returns for 5 years | 34.15 | 40.14 | 85% |
| Returns for 10 years | 51.38 | N/A | - |
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