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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$14.30
Change+$0.11 (+0.78%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.29
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
ETAMX vs RLBEX Comparison Chart
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ETAMX vs. RLBEX commentary
Dec 23, 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 Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. ETAMX (383M). RLBEX pays higher dividends than ETAMX: RLBEX (2.24) vs ETAMX (1.36). ETAMX was incepted earlier than RLBEX: ETAMX (9 years) vs RLBEX (23 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). ETAMX (10.41) and RLBEX (10.16) have marching annual gain over last year. ETAMX return over 5 years is better than : 35.51 vs. RLBEX (29.92).
| ETAMX | RLBEX | ETAMX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 9.957 | 9.540 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 236B | 0% |
| Annual Yield % from dividends | 1.36 | 2.24 | 61% |
| Returns for 1 year | 10.41 | 10.16 | 102% |
| Returns for 3 years | 5.02 | 9.41 | 53% |
| Returns for 5 years | 35.51 | 29.92 | 119% |
| Returns for 10 years | N/A | 53.17 | - |
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