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ETCMX vs RLBAX
ETCMX vs RLBAX Comparison
Open Charts ETCMX vs RLBAX
Eventide Balanced Fund
Price$14.12
Change-$0.29 (-2.01%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
ETCMX vs RLBAX Comparison Chart
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ETCMX vs. RLBAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. ETCMX (389M). RLBAX pays higher dividends than ETCMX: RLBAX (1.59) vs ETCMX (0.73). ETCMX was incepted earlier than RLBAX: ETCMX (9 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (48.00). RLBAX has a lower initial minimum investment than ETCMX: RLBAX (250) vs ETCMX (1000). ETCMX (11.93) and RLBAX (11.90) have marching annual gain over last year. ETCMX return over 5 years is better than : 32.83 vs. RLBAX (28.83).
| ETCMX | RLBAX | ETCMX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 10.907 | 10.911 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 241B | 0% |
| Annual Yield % from dividends | 0.73 | 1.59 | 46% |
| Returns for 1 year | 11.93 | 11.90 | 100% |
| Returns for 3 years | 4.49 | 10.12 | 44% |
| Returns for 5 years | 32.83 | 28.83 | 114% |
| Returns for 10 years | N/A | 40.93 | - |
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