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BALCX vs ETNMX
BALCX vs ETNMX Comparison
Open Charts BALCX vs ETNMX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Eventide Balanced Fund
Price$14.99
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets388.01M
BALCX vs ETNMX Comparison Chart in %
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BALCX vs. ETNMX commentary
Sep 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 Hold and ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. ETNMX (388M). ETNMX pays higher dividends than BALCX: ETNMX (1.83) vs BALCX (1.16). 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). 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 : 7.00 vs. ETNMX (4.11). BALCX return over 5 years is better than : 39.74 vs. ETNMX (35.86).
| 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 | 12.273 | 6.943 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 388M | 67,526% |
| Annual Yield % from dividends | 1.16 | 1.83 | 64% |
| Returns for 1 year | 7.00 | 4.11 | 170% |
| Returns for 3 years | 47.86 | 35.75 | 134% |
| Returns for 5 years | 39.74 | 35.86 | 111% |
| Returns for 10 years | 74.21 | 95.11 | 78% |
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