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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$14.72
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets380.79M
American Funds American Balanced R4
Price$38.74
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
ETAMX vs RLBEX Comparison Chart in %
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ETAMX vs. RLBEX commentary
Nov 20, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. ETAMX (381M). ETAMX pays higher dividends than RLBEX: ETAMX (1.83) vs RLBEX (1.71). 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). ETAMX is a more actively managed with annual turnover of: 55.00 vs. RLBEX (44.00). 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 : 8.98 vs. ETAMX (0.99). RLBEX return over 5 years is better than : 38.72 vs. ETAMX (24.60).
| 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 | 5.032 | 14.042 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 263B | 0% |
| Annual Yield % from dividends | 1.83 | 1.71 | 107% |
| Returns for 1 year | 0.99 | 8.98 | 11% |
| Returns for 3 years | 26.16 | 41.02 | 64% |
| Returns for 5 years | 24.60 | 38.72 | 64% |
| Returns for 10 years | 83.70 | 73.32 | 114% |
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