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ETCMX vs RLBFX
ETCMX vs RLBFX Comparison
Open Charts ETCMX vs RLBFX
Eventide Balanced Fund
Price$14.85
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets389.5M
American Funds American Balanced R5
Price$38.58
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
ETCMX vs RLBFX Comparison Chart in %
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ETCMX vs. RLBFX commentary
Sep 18, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. ETCMX (389M). RLBFX pays higher dividends than ETCMX: RLBFX (2.05) vs ETCMX (1.06). 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 : 9.55 vs. ETCMX (3.53). RLBFX return over 5 years is better than : 44.60 vs. ETCMX (30.26).
| 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 | 6.139 | 13.027 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 263B | 0% |
| Annual Yield % from dividends | 1.06 | 2.05 | 52% |
| Returns for 1 year | 3.53 | 9.55 | 37% |
| Returns for 3 years | 25.61 | 43.97 | 58% |
| Returns for 5 years | 30.26 | 44.60 | 68% |
| Returns for 10 years | 75.71 | 82.04 | 92% |
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