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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$14.51
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets391.07M
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
ETAMX vs RLBEX Comparison Chart
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ETAMX vs. RLBEX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. ETAMX (391M). RLBEX pays higher dividends than ETAMX: RLBEX (2.24) vs ETAMX (1.36). ETAMX was incepted earlier than RLBEX: ETAMX (10 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 (9.53) and RLBEX (9.22) have marching annual gain over last year. ETAMX return over 5 years is better than : 31.81 vs. RLBEX (30.07).
| ETAMX | RLBEX | ETAMX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.182 | 2.889 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 242B | 0% |
| Annual Yield % from dividends | 1.36 | 2.24 | 61% |
| Returns for 1 year | 9.53 | 9.22 | 103% |
| Returns for 3 years | 14.85 | 17.55 | 85% |
| Returns for 5 years | 31.81 | 30.07 | 106% |
| Returns for 10 years | N/A | 54.52 | - |
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