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ETCMX vs RLBAX
ETCMX vs RLBAX Comparison
Open Charts ETCMX vs RLBAX
Eventide Balanced Fund
Price$13.84
Change-$0.35 (-2.47%)
VolumeN/A
Net Assets383.37M
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
ETCMX vs RLBAX Comparison Chart
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ETCMX vs. RLBAX commentary
Apr 04, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. ETCMX (383M). 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 : 4.51 vs. RLBAX (0.57). ETCMX return over 5 years is better than : 50.07 vs. RLBAX (41.60).
| 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 | 0.854 | -2.348 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 235B | 0% |
| Annual Yield % from dividends | 0.98 | 1.27 | 77% |
| Returns for 1 year | 4.51 | 0.57 | 793% |
| Returns for 3 years | 8.87 | 7.24 | 122% |
| Returns for 5 years | 50.07 | 41.60 | 120% |
| Returns for 10 years | N/A | 41.83 | - |
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