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ETCMX vs RLEFX
ETCMX vs RLEFX Comparison
Open Charts ETCMX vs RLEFX
Eventide Balanced Fund
Price$14.53
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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ETCMX vs RLEFX Comparison Chart
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ETCMX vs. RLEFX commentary
Sep 21, 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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. ETCMX (393M). RLEFX pays higher dividends than ETCMX: RLEFX (2.42) vs ETCMX (0.73). ETCMX was incepted earlier than RLEFX: ETCMX (9 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (48.00). RLEFX has a lower initial minimum investment than ETCMX: RLEFX (250) vs ETCMX (1000). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. ETCMX (18.04). RLEFX return over 5 years is better than : 40.23 vs. ETCMX (35.85).
| ETCMX | RLEFX | ETCMX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 11.101 | 14.180 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 236B | 0% |
| Annual Yield % from dividends | 0.73 | 2.42 | 30% |
| Returns for 1 year | 18.04 | 24.64 | 73% |
| Returns for 3 years | 2.78 | 15.33 | 18% |
| Returns for 5 years | 35.85 | 40.23 | 89% |
| Returns for 10 years | N/A | N/A | - |
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