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ETAMX vs RLBCX
ETAMX vs RLBCX Comparison
Open Charts ETAMX vs RLBCX
Eventide Balanced Fund
Price$14.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets376.73M
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
ETAMX vs RLBCX Comparison Chart
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ETAMX vs. RLBCX commentary
May 11, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. ETAMX (377M). ETAMX (1.76) and RLBCX (1.70) have matching dividends . ETAMX was incepted earlier than RLBCX: ETAMX (10 years) vs RLBCX (23 years). ETAMX (1.14) is less costly to investors than RLBCX (0.89). RLBCX (44.00) and ETAMX (43.00) have comparable annual turnover. RLBCX has a lower initial minimum investment than ETAMX: RLBCX (250) vs ETAMX (1000). ETAMX annual gain was more profitable for investors over the last year : 4.77 vs. RLBCX (3.86). ETAMX return over 5 years is better than : 40.56 vs. RLBCX (34.81).
| ETAMX | RLBCX | ETAMX / RLBCX | |
| Total Expense Ratio | 1.07 | 0.89 | 120% |
| Annual Report Gross Expense Ratio | 1.14 | 0.89 | 128% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 0.272 | 0.235 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 234B | 0% |
| Annual Yield % from dividends | 1.76 | 1.70 | 104% |
| Returns for 1 year | 4.77 | 3.86 | 124% |
| Returns for 3 years | 19.42 | 20.64 | 94% |
| Returns for 5 years | 40.56 | 34.81 | 116% |
| Returns for 10 years | N/A | 48.19 | - |
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