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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Eventide Balanced Fund
Price$14.83
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
BALCX vs ETNMX Comparison Chart in %
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BALCX vs. ETNMX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. ETNMX (389M). ETNMX pays higher dividends than BALCX: ETNMX (1.79) vs BALCX (1.19). 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). BALCX annual gain was more profitable for investors over the last year : 9.43 vs. ETNMX (7.87). ETNMX (35.68) and BALCX (35.43) have equivalent 5 years return.
| 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 | 8.597 | 5.537 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 389M | 65,296% |
| Annual Yield % from dividends | 1.19 | 1.79 | 67% |
| Returns for 1 year | 9.43 | 7.87 | 120% |
| Returns for 3 years | 32.20 | 24.83 | 130% |
| Returns for 5 years | 35.43 | 35.68 | 99% |
| Returns for 10 years | 58.21 | 80.76 | 72% |
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