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ETCMX vs RLBFX
ETCMX vs RLBFX Comparison
Open Charts ETCMX vs RLBFX
Eventide Balanced Fund
Price$14.62
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.20
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
ETCMX vs RLBFX Comparison Chart
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ETCMX vs. RLBFX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. ETCMX (397M). RLBFX pays higher dividends than ETCMX: RLBFX (2.50) vs ETCMX (0.73). ETCMX was incepted earlier than RLBFX: ETCMX (9 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (48.00). 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 : 21.23 vs. ETCMX (19.00). RLBFX (36.52) and ETCMX (36.46) have equivalent 5 years return.
| ETCMX | RLBFX | ETCMX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 12.431 | 14.331 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 236B | 0% |
| Annual Yield % from dividends | 0.73 | 2.50 | 29% |
| Returns for 1 year | 19.00 | 21.23 | 89% |
| Returns for 3 years | -0.96 | 11.20 | -9% |
| Returns for 5 years | 36.46 | 36.52 | 100% |
| Returns for 10 years | N/A | 53.14 | - |
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