ETAMX
Price
$14.86
Change
+$0.05 (+0.34%)
Updated
Jul 25 closing price
Net Assets
389.06M
RLBEX
Price
$37.13
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
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ETAMX vs RLBEX

Header iconETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEXBanner chart's image
Eventide Balanced Fund
Price$14.86
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
American Funds American Balanced R4
Price$37.13
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
ETAMX vs RLBEX Comparison Chart in %
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ETAMX vs. RLBEX commentary
Jul 27, 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 StrongBuy and RLBEX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. ETAMX (389M). RLBEX pays higher dividends than ETAMX: RLBEX (1.83) vs ETAMX (1.74). ETAMX was incepted earlier than RLBEX: ETAMX (10 years) vs RLBEX (23 years). ETAMX (1.14) is less costly to investors than RLBEX (0.59). RLBEX (44.00) and ETAMX (43.00) have comparable annual turnover. RLBEX has a lower initial minimum investment than ETAMX: RLBEX (250) vs ETAMX (1000). RLBEX annual gain was more profitable for investors over the last year : 10.25 vs. ETAMX (7.80). RLBEX return over 5 years is better than : 39.56 vs. ETAMX (35.74).
ETAMXRLBEXETAMX / RLBEX
Total Expense Ratio1.070.59181%
Annual Report Gross Expense Ratio1.140.59193%
Fund Existence10 years23 years-
Gain YTD5.5009.00361%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets389M254B0%
Annual Yield % from dividends1.741.8395%
Returns for 1 year7.8010.2576%
Returns for 3 years24.6034.6871%
Returns for 5 years35.7439.5690%
Returns for 10 years80.3267.20120%
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