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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$14.73
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets387.84M
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ETAMX vs RLBEX Comparison Chart in %
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ETAMX vs. RLBEX commentary
Jul 05, 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: 252B vs. ETAMX (388M). RLBEX pays higher dividends than ETAMX: RLBEX (1.83) vs ETAMX (1.74). 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). ETAMX annual gain was more profitable for investors over the last year : 8.33 vs. RLBEX (7.86). RLBEX return over 5 years is better than : 41.38 vs. ETAMX (39.26).
| 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 | 4.577 | 8.064 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 252B | 0% |
| Annual Yield % from dividends | 1.74 | 1.83 | 95% |
| Returns for 1 year | 8.33 | 7.86 | 106% |
| Returns for 3 years | 26.54 | 35.05 | 76% |
| Returns for 5 years | 39.26 | 41.38 | 95% |
| Returns for 10 years | N/A | 67.17 | - |
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