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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.38
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets381.23M
BALCX vs ETNMX Comparison Chart in %
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BALCX vs. ETNMX commentary
Dec 28, 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 StrongBuy and ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. ETNMX (381M). ETNMX pays higher dividends than BALCX: ETNMX (1.88) vs BALCX (1.08). BALCX was incepted earlier than ETNMX: BALCX (25 years) vs ETNMX (10 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 : 8.47 vs. ETNMX (2.22). BALCX return over 5 years is better than : 30.89 vs. ETNMX (17.69).
| 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 | 10 years | - |
| Gain YTD | 10.092 | 3.006 | 336% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 381M | 70,604% |
| Annual Yield % from dividends | 1.08 | 1.88 | 58% |
| Returns for 1 year | 8.47 | 2.22 | 382% |
| Returns for 3 years | 35.24 | 26.11 | 135% |
| Returns for 5 years | 30.89 | 17.69 | 175% |
| Returns for 10 years | 65.54 | 78.59 | 83% |
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