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ETCMX vs RLBAX
ETCMX vs RLBAX Comparison
Open Charts ETCMX vs RLBAX
Eventide Balanced Fund
Price$15.00
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets392.01M
American Funds American Balanced R1
Price$38.73
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
ETCMX vs RLBAX Comparison Chart in %
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ETCMX vs. RLBAX commentary
Oct 09, 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: 266B vs. ETCMX (392M). RLBAX (1.10) and ETCMX (1.06) have matching dividends . 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 annual gain was more profitable for investors over the last year : 9.08 vs. ETCMX (4.03). RLBAX return over 5 years is better than : 38.13 vs. ETCMX (24.70).
| 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 | 6.893 | 14.271 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 266B | 0% |
| Annual Yield % from dividends | 1.06 | 1.10 | 97% |
| Returns for 1 year | 4.03 | 9.08 | 44% |
| Returns for 3 years | 32.30 | 48.64 | 66% |
| Returns for 5 years | 24.70 | 38.13 | 65% |
| Returns for 10 years | 73.69 | 69.46 | 106% |
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