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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$36.80
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets254.37B
Eventide Balanced Fund
Price$14.81
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets389.06M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Jul 29, 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: 254B vs. ETIMX (389M). 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). BALCX annual gain was more profitable for investors over the last year : 9.43 vs. ETIMX (8.08). ETIMX (37.11) and BALCX (35.43) 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 | 24 years | 10 years | - |
| Gain YTD | 8.597 | 5.711 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 389M | 65,296% |
| Annual Yield % from dividends | 1.19 | 1.99 | 60% |
| Returns for 1 year | 9.43 | 8.08 | 117% |
| Returns for 3 years | 32.20 | 25.57 | 126% |
| Returns for 5 years | 35.43 | 37.11 | 95% |
| Returns for 10 years | 58.21 | 84.15 | 69% |
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