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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$14.91
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets388.49M
American Funds American Balanced R4
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
ETAMX vs RLBEX Comparison Chart in %
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ETAMX vs. RLBEX commentary
Sep 08, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 259B vs. ETAMX (388M). RLBEX (1.79) and ETAMX (1.78) have matching dividends . 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 : 9.94 vs. ETAMX (6.54). RLBEX return over 5 years is better than : 39.68 vs. ETAMX (35.60).
| ETAMX | RLBEX | ETAMX / RLBEX | |
| Total Expense Ratio | 1.07 | 0.59 | 181% |
| Annual Report Gross Expense Ratio | 1.14 | 0.59 | 193% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 6.468 | 11.352 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 259B | 0% |
| Annual Yield % from dividends | 1.78 | 1.79 | 100% |
| Returns for 1 year | 6.54 | 9.94 | 66% |
| Returns for 3 years | 27.17 | 39.85 | 68% |
| Returns for 5 years | 35.60 | 39.68 | 90% |
| Returns for 10 years | 87.99 | 77.45 | 114% |
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