Interact to see
Advertisement
Advertisement
ETCMX vs RLBAX
ETCMX vs RLBAX Comparison
Open Charts ETCMX vs RLBAX
Eventide Balanced Fund
Price$14.63
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets385.97M
American Funds American Balanced R1
Price$36.68
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets252.49B
ETCMX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ETCMX vs. RLBAX commentary
Aug 07, 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 ETCMX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. ETCMX (386M). RLBAX pays higher dividends than ETCMX: RLBAX (1.17) vs ETCMX (1.05). ETCMX was incepted earlier than RLBAX: ETCMX (10 years) vs RLBAX (23 years). ETCMX (1.89) is less costly to investors than RLBAX (1.31). RLBAX (44.00) and ETCMX (43.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than ETCMX: RLBAX (250) vs ETCMX (1000). RLBAX annual gain was more profitable for investors over the last year : 9.95 vs. ETCMX (6.91). RLBAX return over 5 years is better than : 32.40 vs. ETCMX (26.54).
| ETCMX | RLBAX | ETCMX / RLBAX | |
| Total Expense Ratio | 1.82 | 1.31 | 139% |
| Annual Report Gross Expense Ratio | 1.89 | 1.31 | 144% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 4.614 | 8.123 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 252B | 0% |
| Annual Yield % from dividends | 1.05 | 1.17 | 90% |
| Returns for 1 year | 6.91 | 9.95 | 69% |
| Returns for 3 years | 18.89 | 28.66 | 66% |
| Returns for 5 years | 26.54 | 32.40 | 82% |
| Returns for 10 years | 68.29 | 57.80 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement