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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Eventide Balanced Fund
Price$14.98
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets389.68M
BALCX vs ETNMX Comparison Chart in %
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BALCX vs. ETNMX commentary
Oct 18, 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: 265B vs. ETNMX (390M). ETNMX pays higher dividends than BALCX: ETNMX (1.83) vs BALCX (1.12). 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 : 7.88 vs. ETNMX (3.50). BALCX return over 5 years is better than : 37.80 vs. ETNMX (29.30).
| 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 | 13.983 | 7.123 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 390M | 67,949% |
| Annual Yield % from dividends | 1.12 | 1.83 | 61% |
| Returns for 1 year | 7.88 | 3.50 | 225% |
| Returns for 3 years | 47.51 | 35.33 | 134% |
| Returns for 5 years | 37.80 | 29.30 | 129% |
| Returns for 10 years | 67.75 | 86.63 | 78% |
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