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ETCMX vs RLBAX
ETCMX vs RLBAX Comparison
Open Charts ETCMX vs RLBAX
Eventide Balanced Fund
Price$14.56
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets384.03M
American Funds American Balanced R1
Price$36.45
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
ETCMX vs RLBAX Comparison Chart in %
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ETCMX vs. RLBAX commentary
Jul 18, 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: 251B vs. ETCMX (384M). RLBAX pays higher dividends than ETCMX: RLBAX (1.18) vs ETCMX (1.01). 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 : 4.85 vs. ETCMX (4.49). RLBAX return over 5 years is better than : 34.36 vs. ETCMX (28.75).
| 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 | 3.448 | 7.445 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 251B | 0% |
| Annual Yield % from dividends | 1.01 | 1.18 | 86% |
| Returns for 1 year | 4.49 | 4.85 | 93% |
| Returns for 3 years | 23.06 | 32.62 | 71% |
| Returns for 5 years | 28.75 | 34.36 | 84% |
| Returns for 10 years | 64.41 | 54.99 | 117% |