Ad is loading...
Ad is loading...
ETAMX vs RLBBX
ETAMX vs RLBBX Comparison
Open Charts ETAMX vs RLBBX
Eventide Balanced Fund
Price$14.97
Change+$0.15 (+1.01%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$36.09
Change+$0.12 (+0.33%)
VolumeN/A
CapitalizationN/A
ETAMX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ETAMX vs. RLBBX commentary
Nov 22, 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: 237B vs. ETAMX (398M). RLBBX pays higher dividends than ETAMX: RLBBX (1.58) vs ETAMX (1.36). ETAMX was incepted earlier than RLBBX: ETAMX (9 years) vs RLBBX (23 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). ETAMX (20.76) and RLBBX (19.87) have marching annual gain over last year. ETAMX return over 5 years is better than : 44.03 vs. RLBBX (32.31).
| ETAMX | RLBBX | ETAMX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 14.951 | 14.168 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 237B | 0% |
| Annual Yield % from dividends | 1.36 | 1.58 | 86% |
| Returns for 1 year | 20.76 | 19.87 | 104% |
| Returns for 3 years | 3.05 | 10.28 | 30% |
| Returns for 5 years | 44.03 | 32.31 | 136% |
| Returns for 10 years | N/A | 44.94 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...