Ad is loading...
ETCMX vs RLBAX
ETCMX vs RLBAX Comparison
Open Charts ETCMX vs RLBAX
Eventide Balanced Fund
Price$14.39
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets391.07M
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
ETCMX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ETCMX vs. RLBAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. ETCMX (391M). RLBAX pays higher dividends than ETCMX: RLBAX (1.59) vs ETCMX (0.73). ETCMX was incepted earlier than RLBAX: ETCMX (10 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 (8.70) and RLBAX (8.36) have marching annual gain over last year. ETCMX (26.55) and RLBAX (26.04) have equivalent 5 years return.
| ETCMX | RLBAX | ETCMX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.065 | 2.764 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 242B | 0% |
| Annual Yield % from dividends | 0.73 | 1.59 | 46% |
| Returns for 1 year | 8.70 | 8.36 | 104% |
| Returns for 3 years | 12.27 | 15.63 | 78% |
| Returns for 5 years | 26.55 | 26.04 | 102% |
| Returns for 10 years | N/A | 46.53 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers