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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Eventide Balanced Fund
Price$14.78
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets388.11M
BALCX vs ETNMX Comparison Chart in %
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BALCX vs. ETNMX 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 ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. ETNMX (388M). ETNMX pays higher dividends than BALCX: ETNMX (1.88) vs BALCX (1.10). BALCX was incepted earlier than ETNMX: BALCX (25 years) vs ETNMX (10 years). BALCX (1.31) is less costly to investors than ETNMX (1.09). 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 : 9.12 vs. ETNMX (2.76). BALCX return over 5 years is better than : 37.03 vs. ETNMX (27.14).
| BALCX | ETNMX | BALCX / ETNMX | |
| Total Expense Ratio | 1.31 | 1.02 | 128% |
| Annual Report Gross Expense Ratio | 1.31 | 1.09 | 120% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 15.516 | 7.017 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 388M | 69,330% |
| Annual Yield % from dividends | 1.10 | 1.88 | 59% |
| Returns for 1 year | 9.12 | 2.76 | 330% |
| Returns for 3 years | 40.63 | 28.09 | 145% |
| Returns for 5 years | 37.03 | 27.14 | 136% |
| Returns for 10 years | 70.15 | 88.93 | 79% |
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