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ETCMX vs RLBAX
ETCMX vs RLBAX Comparison
Open Charts ETCMX vs RLBAX
Eventide Balanced Fund
Price$13.86
Change+$0.15 (+1.09%)
VolumeN/A
Net Assets370.8M
American Funds American Balanced R1
Price$32.94
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
ETCMX vs RLBAX Comparison Chart
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ETCMX vs. RLBAX commentary
Apr 25, 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: 225B vs. ETCMX (371M). RLBAX pays higher dividends than ETCMX: RLBAX (1.27) vs ETCMX (0.98). ETCMX was incepted earlier than RLBAX: ETCMX (10 years) vs RLBAX (23 years). ETCMX (1.89) is less costly to investors than RLBAX (1.33). RLBAX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (43.00). RLBAX has a lower initial minimum investment than ETCMX: RLBAX (250) vs ETCMX (1000). ETCMX annual gain was more profitable for investors over the last year : 3.47 vs. RLBAX (0.86). ETCMX return over 5 years is better than : 33.88 vs. RLBAX (28.50).
| ETCMX | RLBAX | ETCMX / RLBAX | |
| Total Expense Ratio | 1.82 | 1.33 | 137% |
| Annual Report Gross Expense Ratio | 1.89 | 1.33 | 142% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -2.913 | -4.026 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 225B | 0% |
| Annual Yield % from dividends | 0.98 | 1.27 | 77% |
| Returns for 1 year | 3.47 | 0.86 | 402% |
| Returns for 3 years | 8.53 | 10.01 | 85% |
| Returns for 5 years | 33.88 | 28.50 | 119% |
| Returns for 10 years | N/A | 37.45 | - |
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