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ETCMX vs RLBAX
ETCMX vs RLBAX Comparison
Open Charts ETCMX vs RLBAX
Eventide Balanced Fund
Price$14.33
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets379.17M
American Funds American Balanced R1
Price$35.45
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
ETCMX vs RLBAX Comparison Chart
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ETCMX vs. RLBAX commentary
Jun 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 243B vs. ETCMX (379M). RLBAX pays higher dividends than ETCMX: RLBAX (1.23) 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 (6.30) and ETCMX (6.21) have marching annual gain over last year. RLBAX (30.57) and ETCMX (29.68) have equivalent 5 years return.
| 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 | 1.918 | 4.364 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 243B | 0% |
| Annual Yield % from dividends | 1.01 | 1.23 | 82% |
| Returns for 1 year | 6.21 | 6.30 | 99% |
| Returns for 3 years | 14.90 | 20.02 | 74% |
| Returns for 5 years | 29.68 | 30.57 | 97% |
| Returns for 10 years | N/A | 52.75 | - |
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