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ETAMX vs RLBBX
ETAMX vs RLBBX Comparison
Open Charts ETAMX vs RLBBX
Eventide Balanced Fund
Price$15.00
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets389.68M
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
ETAMX vs RLBBX Comparison Chart in %
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ETAMX vs. RLBBX commentary
Oct 18, 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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. ETAMX (390M). ETAMX pays higher dividends than RLBBX: ETAMX (1.78) vs RLBBX (1.11). 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). ETAMX is a more actively managed with annual turnover of: 55.00 vs. RLBBX (44.00). 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 : 7.90 vs. ETAMX (3.78). RLBBX return over 5 years is better than : 37.58 vs. ETAMX (29.96).
| 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 | 7.571 | 13.850 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 265B | 0% |
| Annual Yield % from dividends | 1.78 | 1.11 | 161% |
| Returns for 1 year | 3.78 | 7.90 | 48% |
| Returns for 3 years | 36.51 | 48.35 | 76% |
| Returns for 5 years | 29.96 | 37.58 | 80% |
| Returns for 10 years | 87.58 | 67.44 | 130% |
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