ETAMX
Price
$14.65
Change
-$0.03 (-0.20%)
Updated
Sep 20 closing price
RLBBX
Price
$35.85
Change
+$0.02 (+0.06%)
Updated
Sep 20 closing price
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ETAMX vs RLBBX

Header iconETAMX vs RLBBX Comparison
Open Charts ETAMX vs RLBBXBanner chart's image
Eventide Balanced Fund
Price$14.65
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$35.85
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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ETAMX vs RLBBX Comparison Chart
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VS
ETAMX vs. RLBBX commentary
Sep 21, 2024

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 StrongBuy.

FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. ETAMX (393M). RLBBX pays higher dividends than ETAMX: RLBBX (1.58) vs ETAMX (1.36). ETAMX was incepted earlier than RLBBX: ETAMX (9 years) vs RLBBX (22 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. ETAMX (48.00). 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 : 23.47 vs. ETAMX (21.13). ETAMX return over 5 years is better than : 42.02 vs. RLBBX (34.96).
ETAMXRLBBXETAMX / RLBBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years22 years-
Gain YTD12.17513.40891%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets393M236B0%
Annual Yield % from dividends1.361.5886%
Returns for 1 year21.1323.4790%
Returns for 3 years6.6712.9851%
Returns for 5 years42.0234.96120%
Returns for 10 yearsN/A47.94-
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