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ETAMX vs RLBBX
ETAMX vs RLBBX Comparison
Open Charts ETAMX vs RLBBX
Eventide Balanced Fund
Price$14.51
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets391.07M
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
ETAMX vs RLBBX Comparison Chart
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ETAMX vs. RLBBX commentary
Feb 23, 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 Buy and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. ETAMX (391M). RLBBX pays higher dividends than ETAMX: RLBBX (1.58) vs ETAMX (1.36). ETAMX was incepted earlier than RLBBX: ETAMX (10 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 : 9.53 vs. RLBBX (8.38). ETAMX return over 5 years is better than : 31.81 vs. RLBBX (26.03).
| ETAMX | RLBBX | ETAMX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.182 | 2.761 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 242B | 0% |
| Annual Yield % from dividends | 1.36 | 1.58 | 86% |
| Returns for 1 year | 9.53 | 8.38 | 114% |
| Returns for 3 years | 14.85 | 15.67 | 95% |
| Returns for 5 years | 31.81 | 26.03 | 122% |
| Returns for 10 years | N/A | 46.57 | - |
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