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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
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 ETNMX Comparison Chart
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BALCX vs. ETNMX commentary
Jun 15, 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 ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. ETNMX (379M). ETNMX pays higher dividends than BALCX: ETNMX (1.80) vs BALCX (1.24). BALCX was incepted earlier than ETNMX: BALCX (24 years) vs ETNMX (10 years). BALCX (1.31) is less costly to investors than ETNMX (1.09). BALCX (44.00) and ETNMX (43.00) have comparable annual turnover. BALCX has a lower initial minimum investment than ETNMX: BALCX (250) vs ETNMX (1000). ETNMX annual gain was more profitable for investors over the last year : 5.79 vs. BALCX (4.49). ETNMX return over 5 years is better than : 38.77 vs. BALCX (34.15).
| BALCX | ETNMX | BALCX / ETNMX | |
| Total Expense Ratio | 1.31 | 1.02 | 128% |
| Annual Report Gross Expense Ratio | 1.31 | 1.09 | 120% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.121 | 2.165 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 379M | 64,380% |
| Annual Yield % from dividends | 1.24 | 1.80 | 69% |
| Returns for 1 year | 4.49 | 5.79 | 78% |
| Returns for 3 years | 30.13 | 26.30 | 115% |
| Returns for 5 years | 34.15 | 38.77 | 88% |
| Returns for 10 years | 51.38 | N/A | - |
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