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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Eventide Balanced Fund
Price$14.67
Change-$0.33 (-2.20%)
VolumeN/A
Net Assets386.3M
BALCX vs ETNMX Comparison Chart in %
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BALCX vs. ETNMX commentary
Feb 04, 2026
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 Hold and ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. ETNMX (386M). ETNMX pays higher dividends than BALCX: ETNMX (1.87) vs BALCX (1.25). BALCX was incepted earlier than ETNMX: BALCX (25 years) vs ETNMX (11 years). BALCX (1.31) is less costly to investors than ETNMX (1.02). ETNMX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than ETNMX: BALCX (250) vs ETNMX (1000). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. ETNMX (2.86). BALCX return over 5 years is better than : 31.49 vs. ETNMX (15.92).
| BALCX | ETNMX | BALCX / ETNMX | |
| Total Expense Ratio | 1.31 | 1.02 | 128% |
| Annual Report Gross Expense Ratio | 1.31 | 1.02 | 128% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 2.396 | 3.039 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 386M | 69,948% |
| Annual Yield % from dividends | 1.25 | 1.87 | 67% |
| Returns for 1 year | 10.51 | 2.86 | 367% |
| Returns for 3 years | 33.72 | 22.97 | 147% |
| Returns for 5 years | 31.49 | 15.92 | 198% |
| Returns for 10 years | 79.52 | 88.83 | 90% |
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