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ETCMX vs RLBAX
ETCMX vs RLBAX Comparison
Open Charts ETCMX vs RLBAX
Eventide Balanced Fund
Price$14.62
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.78
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
ETCMX vs RLBAX Comparison Chart
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ETCMX vs. RLBAX commentary
Nov 18, 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 Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. ETCMX (397M). RLBAX pays higher dividends than ETCMX: RLBAX (1.59) vs ETCMX (0.73). ETCMX was incepted earlier than RLBAX: ETCMX (9 years) vs RLBAX (22 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). RLBAX annual gain was more profitable for investors over the last year : 19.99 vs. ETCMX (19.00). ETCMX return over 5 years is better than : 36.46 vs. RLBAX (30.92).
| ETCMX | RLBAX | ETCMX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 12.431 | 13.297 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 236B | 0% |
| Annual Yield % from dividends | 0.73 | 1.59 | 46% |
| Returns for 1 year | 19.00 | 19.99 | 95% |
| Returns for 3 years | -0.96 | 8.70 | -11% |
| Returns for 5 years | 36.46 | 30.92 | 118% |
| Returns for 10 years | N/A | 44.74 | - |
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