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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$14.77
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets387.43M
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ETAMX vs RLBEX Comparison Chart in %
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ETAMX vs. RLBEX commentary
Aug 17, 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.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. ETAMX (387M). RLBEX (1.81) 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 : 7.95 vs. ETAMX (5.39). RLBEX return over 5 years is better than : 37.99 vs. ETAMX (32.03).
| 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 | 5.028 | 9.737 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 256B | 0% |
| Annual Yield % from dividends | 1.78 | 1.81 | 98% |
| Returns for 1 year | 5.39 | 7.95 | 68% |
| Returns for 3 years | 19.14 | 29.52 | 65% |
| Returns for 5 years | 32.03 | 37.99 | 84% |
| Returns for 10 years | 80.60 | 68.32 | 118% |
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