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ETAMX vs RLBBX
ETAMX vs RLBBX Comparison
Open Charts ETAMX vs RLBBX
Eventide Balanced Fund
Price$13.77
Change+$0.45 (+3.38%)
VolumeN/A
Net Assets356.79M
American Funds American Balanced R2
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets228.54B
ETAMX vs RLBBX Comparison Chart
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ETAMX vs. RLBBX commentary
Apr 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 229B vs. ETAMX (357M). ETAMX pays higher dividends than RLBBX: ETAMX (1.73) vs RLBBX (1.27). ETAMX was incepted earlier than RLBBX: ETAMX (10 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than ETAMX (1.14). RLBBX is a more actively managed with annual turnover of: 171.00 vs. ETAMX (43.00). RLBBX has a lower initial minimum investment than ETAMX: RLBBX (250) vs ETAMX (1000). ETAMX annual gain was more profitable for investors over the last year : -1.88 vs. RLBBX (-4.31). ETAMX return over 5 years is better than : 34.67 vs. RLBBX (26.14).
| ETAMX | RLBBX | ETAMX / RLBBX | |
| Total Expense Ratio | 1.07 | 1.33 | 80% |
| Annual Report Gross Expense Ratio | 1.14 | 1.33 | 86% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -5.898 | -7.136 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 229B | 0% |
| Annual Yield % from dividends | 1.73 | 1.27 | 136% |
| Returns for 1 year | -1.88 | -4.31 | 44% |
| Returns for 3 years | 5.24 | 3.16 | 166% |
| Returns for 5 years | 34.67 | 26.14 | 133% |
| Returns for 10 years | N/A | 34.16 | - |
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