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ETAMX vs RLBBX
ETAMX vs RLBBX Comparison
Open Charts ETAMX vs RLBBX
Eventide Balanced Fund
Price$14.40
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets382.46M
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
ETAMX vs RLBBX Comparison Chart
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ETAMX vs. RLBBX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 247B vs. ETAMX (382M). ETAMX pays higher dividends than RLBBX: ETAMX (1.75) vs RLBBX (1.23). 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). RLBBX (44.00) and ETAMX (43.00) have comparable annual turnover. 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 : 6.61 vs. RLBBX (4.47). ETAMX return over 5 years is better than : 39.87 vs. RLBBX (34.04).
| 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 | 2.991 | 4.082 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 247B | 0% |
| Annual Yield % from dividends | 1.75 | 1.23 | 142% |
| Returns for 1 year | 6.61 | 4.47 | 148% |
| Returns for 3 years | 27.11 | 30.06 | 90% |
| Returns for 5 years | 39.87 | 34.04 | 117% |
| Returns for 10 years | N/A | 51.22 | - |
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