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ETAMX vs RLBBX
ETAMX vs RLBBX Comparison
Open Charts ETAMX vs RLBBX
Eventide Balanced Fund
Price$14.30
Change+$0.11 (+0.78%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.08
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
ETAMX vs RLBBX Comparison Chart
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ETAMX vs. RLBBX commentary
Dec 23, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. ETAMX (383M). 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 annual gain was more profitable for investors over the last year : 10.41 vs. RLBBX (9.34). ETAMX return over 5 years is better than : 35.51 vs. RLBBX (25.97).
| 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 | 9.957 | 8.751 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 236B | 0% |
| Annual Yield % from dividends | 1.36 | 1.58 | 86% |
| Returns for 1 year | 10.41 | 9.34 | 111% |
| Returns for 3 years | 5.02 | 7.66 | 66% |
| Returns for 5 years | 35.51 | 25.97 | 137% |
| Returns for 10 years | N/A | 45.30 | - |