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ETAMX vs RLBBX
ETAMX vs RLBBX Comparison
Open Charts ETAMX vs RLBBX
Eventide Balanced Fund
Price$14.86
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
ETAMX vs RLBBX Comparison Chart in %
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ETAMX vs. RLBBX commentary
Jul 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 ETAMX is a StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 254B vs. ETAMX (389M). ETAMX pays higher dividends than RLBBX: ETAMX (1.74) vs RLBBX (1.17). ETAMX was incepted earlier than RLBBX: ETAMX (10 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than ETAMX (1.14). RLBBX (44.00) and ETAMX (43.00) have comparable annual turnover. RLBBX has a lower initial minimum investment than ETAMX: RLBBX (250) vs ETAMX (1000). RLBBX annual gain was more profitable for investors over the last year : 9.41 vs. ETAMX (7.80). ETAMX (35.74) and RLBBX (35.33) have equivalent 5 years return.
| ETAMX | RLBBX | ETAMX / RLBBX | |
| Total Expense Ratio | 1.07 | 1.32 | 81% |
| Annual Report Gross Expense Ratio | 1.14 | 1.32 | 86% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 5.500 | 8.557 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 254B | 0% |
| Annual Yield % from dividends | 1.74 | 1.17 | 148% |
| Returns for 1 year | 7.80 | 9.41 | 83% |
| Returns for 3 years | 24.60 | 32.13 | 77% |
| Returns for 5 years | 35.74 | 35.33 | 101% |
| Returns for 10 years | 80.32 | 58.04 | 138% |