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BALCX vs ETIMX
BALCX vs ETIMX Comparison
Open Charts BALCX vs ETIMX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Eventide Balanced Fund
Price$14.79
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets388.11M
BALCX vs ETIMX Comparison Chart in %
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BALCX vs. ETIMX commentary
Nov 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 Buy and ETIMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. ETIMX (388M). ETIMX pays higher dividends than BALCX: ETIMX (2.07) vs BALCX (1.10). 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). 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 : 7.94 vs. ETIMX (1.87). BALCX return over 5 years is better than : 35.35 vs. ETIMX (27.11).
| 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 | 14.101 | 6.121 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 388M | 69,330% |
| Annual Yield % from dividends | 1.10 | 2.07 | 53% |
| Returns for 1 year | 7.94 | 1.87 | 425% |
| Returns for 3 years | 39.68 | 28.31 | 140% |
| Returns for 5 years | 35.35 | 27.11 | 130% |
| Returns for 10 years | 66.50 | 89.53 | 74% |
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