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ETCMX vs RLBFX
ETCMX vs RLBFX Comparison
Open Charts ETCMX vs RLBFX
Eventide Balanced Fund
Price$14.63
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets385.97M
American Funds American Balanced R5
Price$37.13
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
ETCMX vs RLBFX Comparison Chart in %
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ETCMX vs. RLBFX commentary
Aug 07, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. ETCMX (386M). RLBFX pays higher dividends than ETCMX: RLBFX (2.08) vs ETCMX (1.05). ETCMX was incepted earlier than RLBFX: ETCMX (10 years) vs RLBFX (23 years). ETCMX (1.89) is less costly to investors than RLBFX (0.29). RLBFX (44.00) and ETCMX (43.00) have comparable annual turnover. 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 : 11.12 vs. ETCMX (6.91). RLBFX return over 5 years is better than : 38.36 vs. ETCMX (26.54).
| ETCMX | RLBFX | ETCMX / RLBFX | |
| Total Expense Ratio | 1.82 | 0.29 | 628% |
| Annual Report Gross Expense Ratio | 1.89 | 0.29 | 652% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 4.614 | 8.779 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 252B | 0% |
| Annual Yield % from dividends | 1.05 | 2.08 | 51% |
| Returns for 1 year | 6.91 | 11.12 | 62% |
| Returns for 3 years | 18.89 | 32.24 | 59% |
| Returns for 5 years | 26.54 | 38.36 | 69% |
| Returns for 10 years | 68.29 | 67.86 | 101% |
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