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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$39.35
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.89
Change-$0.14 (-0.93%)
VolumeN/A
Net Assets388.91M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Dec 14, 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 ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. ETIMX (389M). ETIMX pays higher dividends than BALCX: ETIMX (2.08) vs BALCX (1.08). BALCX was incepted earlier than ETIMX: BALCX (25 years) vs ETIMX (10 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 : 9.79 vs. ETIMX (4.27). BALCX return over 5 years is better than : 36.51 vs. ETIMX (27.30).
| 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 | 10 years | - |
| Gain YTD | 17.432 | 7.843 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 389M | 69,152% |
| Annual Yield % from dividends | 1.08 | 2.08 | 52% |
| Returns for 1 year | 9.79 | 4.27 | 229% |
| Returns for 3 years | 40.91 | 28.73 | 142% |
| Returns for 5 years | 36.51 | 27.30 | 134% |
| Returns for 10 years | 72.83 | 97.43 | 75% |
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