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ETAMX vs RLBFX
ETAMX vs RLBFX Comparison
Open Charts ETAMX vs RLBFX
Eventide Balanced Fund
Price$14.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets376.73M
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
ETAMX vs RLBFX Comparison Chart
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ETAMX vs. RLBFX commentary
May 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. ETAMX (377M). RLBFX pays higher dividends than ETAMX: RLBFX (2.26) vs ETAMX (1.76). ETAMX was incepted earlier than RLBFX: ETAMX (10 years) vs RLBFX (23 years). ETAMX (1.14) is less costly to investors than RLBFX (0.29). RLBFX (44.00) and ETAMX (43.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than ETAMX: RLBFX (250) vs ETAMX (1000). ETAMX annual gain was more profitable for investors over the last year : 4.77 vs. RLBFX (4.53). ETAMX return over 5 years is better than : 40.56 vs. RLBFX (38.35).
| ETAMX | RLBFX | ETAMX / RLBFX | |
| Total Expense Ratio | 1.07 | 0.29 | 369% |
| Annual Report Gross Expense Ratio | 1.14 | 0.29 | 393% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 0.272 | 0.441 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 234B | 0% |
| Annual Yield % from dividends | 1.76 | 2.26 | 78% |
| Returns for 1 year | 4.77 | 4.53 | 105% |
| Returns for 3 years | 19.42 | 22.43 | 87% |
| Returns for 5 years | 40.56 | 38.35 | 106% |
| Returns for 10 years | N/A | 53.51 | - |
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