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ETCMX vs RLBFX
ETCMX vs RLBFX Comparison
Open Charts ETCMX vs RLBFX
Eventide Balanced Fund
Price$14.33
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets379.17M
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
ETCMX vs RLBFX Comparison Chart
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ETCMX vs. RLBFX commentary
Jun 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 243B vs. ETCMX (379M). RLBFX pays higher dividends than ETCMX: RLBFX (2.18) vs ETCMX (1.01). 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 : 7.43 vs. ETCMX (6.21). RLBFX return over 5 years is better than : 36.46 vs. ETCMX (29.68).
| 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 | 1.918 | 4.819 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 243B | 0% |
| Annual Yield % from dividends | 1.01 | 2.18 | 46% |
| Returns for 1 year | 6.21 | 7.43 | 84% |
| Returns for 3 years | 14.90 | 23.09 | 65% |
| Returns for 5 years | 29.68 | 36.46 | 81% |
| Returns for 10 years | N/A | 62.07 | - |
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