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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$14.40
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets382.46M
American Funds American Balanced R4
Price$35.57
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
ETAMX vs RLBEX Comparison Chart
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ETAMX vs. RLBEX commentary
Jun 14, 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 Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 247B vs. ETAMX (382M). RLBEX pays higher dividends than ETAMX: RLBEX (1.90) vs ETAMX (1.75). 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 : 6.61 vs. RLBEX (5.25). ETAMX (39.87) and RLBEX (38.29) have equivalent 5 years return.
| 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 | 2.991 | 4.423 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 247B | 0% |
| Annual Yield % from dividends | 1.75 | 1.90 | 92% |
| Returns for 1 year | 6.61 | 5.25 | 126% |
| Returns for 3 years | 27.11 | 32.58 | 83% |
| Returns for 5 years | 39.87 | 38.29 | 104% |
| Returns for 10 years | N/A | 59.72 | - |
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