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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$13.77
Change+$0.45 (+3.38%)
VolumeN/A
Net Assets356.79M
American Funds American Balanced R4
Price$33.41
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets217.49B
ETAMX vs RLBEX Comparison Chart
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ETAMX vs. RLBEX commentary
Apr 11, 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: 217B vs. ETAMX (357M). RLBEX pays higher dividends than ETAMX: RLBEX (1.97) vs ETAMX (1.73). ETAMX was incepted earlier than RLBEX: ETAMX (10 years) vs RLBEX (23 years). ETAMX (1.14) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. ETAMX (43.00). 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 : -1.88 vs. RLBEX (-3.59). ETAMX return over 5 years is better than : 34.67 vs. RLBEX (30.13).
| ETAMX | RLBEX | ETAMX / RLBEX | |
| Total Expense Ratio | 1.07 | 0.60 | 178% |
| Annual Report Gross Expense Ratio | 1.14 | 0.60 | 190% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -5.898 | -6.951 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 217B | 0% |
| Annual Yield % from dividends | 1.73 | 1.97 | 88% |
| Returns for 1 year | -1.88 | -3.59 | 52% |
| Returns for 3 years | 5.24 | 4.98 | 105% |
| Returns for 5 years | 34.67 | 30.13 | 115% |
| Returns for 10 years | N/A | 41.70 | - |
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