Ad is loading...
ETCMX vs RLBFX
ETCMX vs RLBFX Comparison
Open Charts ETCMX vs RLBFX
Eventide Balanced Fund
Price$14.39
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets391.07M
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
ETCMX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ETCMX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. ETCMX (391M). RLBFX pays higher dividends than ETCMX: RLBFX (2.50) vs ETCMX (0.73). ETCMX was incepted earlier than RLBFX: ETCMX (10 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (48.00). RLBFX has a lower initial minimum investment than ETCMX: RLBFX (250) vs ETCMX (1000). RLBFX annual gain was more profitable for investors over the last year : 9.54 vs. ETCMX (8.70). RLBFX return over 5 years is better than : 31.70 vs. ETCMX (26.55).
| ETCMX | RLBFX | ETCMX / RLBFX | |
| 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 | 2.908 | 71% |
| 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 | 2.50 | 29% |
| Returns for 1 year | 8.70 | 9.54 | 91% |
| Returns for 3 years | 12.27 | 18.32 | 67% |
| Returns for 5 years | 26.55 | 31.70 | 84% |
| Returns for 10 years | N/A | 55.11 | - |