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ETAMX vs RLBAX
ETAMX vs RLBAX Comparison
Open Charts ETAMX vs RLBAX
Eventide Balanced Fund
Price$14.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets376.73M
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.12B
ETAMX vs RLBAX Comparison Chart
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ETAMX vs. RLBAX commentary
May 11, 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 ETAMX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. ETAMX (377M). ETAMX pays higher dividends than RLBAX: ETAMX (1.76) vs RLBAX (1.28). ETAMX was incepted earlier than RLBAX: ETAMX (10 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than ETAMX (1.14). RLBAX (44.00) and ETAMX (43.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than ETAMX: RLBAX (250) vs ETAMX (1000). ETAMX annual gain was more profitable for investors over the last year : 4.77 vs. RLBAX (3.43). ETAMX return over 5 years is better than : 40.56 vs. RLBAX (32.37).
| ETAMX | RLBAX | ETAMX / RLBAX | |
| Total Expense Ratio | 1.07 | 1.31 | 82% |
| Annual Report Gross Expense Ratio | 1.14 | 1.31 | 87% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 0.272 | 0.096 | 285% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 234B | 0% |
| Annual Yield % from dividends | 1.76 | 1.28 | 138% |
| Returns for 1 year | 4.77 | 3.43 | 139% |
| Returns for 3 years | 19.42 | 19.38 | 100% |
| Returns for 5 years | 40.56 | 32.37 | 125% |
| Returns for 10 years | N/A | 44.68 | - |