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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$14.97
Change+$0.15 (+1.01%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ETAMX vs RLBEX Comparison Chart
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ETAMX vs. RLBEX commentary
Nov 22, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 237B vs. ETAMX (398M). RLBEX pays higher dividends than ETAMX: RLBEX (2.24) vs ETAMX (1.36). ETAMX was incepted earlier than RLBEX: ETAMX (9 years) vs RLBEX (22 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. ETAMX (48.00). RLBEX has a lower initial minimum investment than ETAMX: RLBEX (250) vs ETAMX (1000). RLBEX (20.76) and ETAMX (20.76) have marching annual gain over last year. ETAMX return over 5 years is better than : 44.03 vs. RLBEX (37.07).
| ETAMX | RLBEX | ETAMX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 14.951 | 14.913 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 237B | 0% |
| Annual Yield % from dividends | 1.36 | 2.24 | 61% |
| Returns for 1 year | 20.76 | 20.76 | 100% |
| Returns for 3 years | 3.05 | 12.07 | 25% |
| Returns for 5 years | 44.03 | 37.07 | 119% |
| Returns for 10 years | N/A | 52.80 | - |