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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Eventide Balanced Fund
Price$14.74
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets387.43M
BALCX vs ETNMX Comparison Chart in %
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BALCX vs. ETNMX commentary
Aug 17, 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: 256B vs. ETNMX (387M). ETNMX pays higher dividends than BALCX: ETNMX (1.83) vs BALCX (1.18). 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 : 7.16 vs. ETNMX (5.38). BALCX return over 5 years is better than : 33.87 vs. ETNMX (32.08).
| 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 | 9.274 | 5.066 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 387M | 66,150% |
| Annual Yield % from dividends | 1.18 | 1.83 | 64% |
| Returns for 1 year | 7.16 | 5.38 | 133% |
| Returns for 3 years | 27.12 | 19.26 | 141% |
| Returns for 5 years | 33.87 | 32.08 | 106% |
| Returns for 10 years | 59.19 | 81.05 | 73% |
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