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ETCMX vs RLBFX
ETCMX vs RLBFX Comparison
Open Charts ETCMX vs RLBFX
Eventide Balanced Fund
Price$13.86
Change+$0.15 (+1.09%)
VolumeN/A
Net Assets370.8M
American Funds American Balanced R5
Price$33.76
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
ETCMX vs RLBFX Comparison Chart
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ETCMX vs. RLBFX commentary
Apr 25, 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: 227B vs. ETCMX (371M). RLBFX pays higher dividends than ETCMX: RLBFX (2.26) vs ETCMX (0.98). ETCMX was incepted earlier than RLBFX: ETCMX (10 years) vs RLBFX (23 years). ETCMX (1.89) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (43.00). RLBFX has a lower initial minimum investment than ETCMX: RLBFX (250) vs ETCMX (1000). ETCMX annual gain was more profitable for investors over the last year : 3.47 vs. RLBFX (1.94). RLBFX (34.28) and ETCMX (33.88) have equivalent 5 years return.
| ETCMX | RLBFX | ETCMX / RLBFX | |
| Total Expense Ratio | 1.82 | 0.30 | 607% |
| Annual Report Gross Expense Ratio | 1.89 | 0.30 | 630% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -2.913 | -3.733 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 227B | 0% |
| Annual Yield % from dividends | 0.98 | 2.26 | 43% |
| Returns for 1 year | 3.47 | 1.94 | 179% |
| Returns for 3 years | 8.53 | 12.83 | 66% |
| Returns for 5 years | 33.88 | 34.28 | 99% |
| Returns for 10 years | N/A | 45.85 | - |
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