ETCMX
Price
$15.00
Change
+$0.05 (+0.33%)
Updated
Oct 8 closing price
Net Assets
392.01M
RLBFX
Price
$39.17
Change
+$0.17 (+0.44%)
Updated
Oct 8 closing price
Net Assets
266.1B
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ETCMX vs RLBFX

Header iconETCMX vs RLBFX Comparison
Open Charts ETCMX vs RLBFXBanner chart's image
Eventide Balanced Fund
Price$15.00
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets392.01M
American Funds American Balanced R5
Price$39.17
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
ETCMX vs RLBFX Comparison Chart in %
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ETCMX vs. RLBFX commentary
Oct 09, 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.

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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. ETCMX (392M). RLBFX pays higher dividends than ETCMX: RLBFX (2.00) 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 : 10.26 vs. ETCMX (4.03). RLBFX return over 5 years is better than : 44.28 vs. ETCMX (24.70).
ETCMXRLBFXETCMX / RLBFX
Total Expense Ratio1.820.29628%
Annual Report Gross Expense Ratio1.890.29652%
Fund Existence10 years23 years-
Gain YTD6.89315.15445%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets392M266B0%
Annual Yield % from dividends1.062.0053%
Returns for 1 year4.0310.2639%
Returns for 3 years32.3053.0361%
Returns for 5 years24.7044.2856%
Returns for 10 years73.6980.7591%
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