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ETIMX vs RLBAX
ETIMX vs RLBAX Comparison
Open Charts ETIMX vs RLBAX
Eventide Balanced Fund
Price$14.71
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.78
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
ETIMX vs RLBAX Comparison Chart
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ETIMX vs. RLBAX 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 ETIMX is a Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. ETIMX (397M). RLBAX (1.59) and ETIMX (1.59) have matching dividends . ETIMX was incepted earlier than RLBAX: ETIMX (9 years) vs RLBAX (22 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. ETIMX (48.00). RLBAX has a lower initial minimum investment than ETIMX: RLBAX (250) vs ETIMX (100000). ETIMX (20.20) and RLBAX (19.99) have marching annual gain over last year. ETIMX return over 5 years is better than : 43.52 vs. RLBAX (30.92).
| ETIMX | RLBAX | ETIMX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 13.449 | 13.297 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 236B | 0% |
| Annual Yield % from dividends | 1.59 | 1.59 | 100% |
| Returns for 1 year | 20.20 | 19.99 | 101% |
| Returns for 3 years | 2.03 | 8.70 | 23% |
| Returns for 5 years | 43.52 | 30.92 | 141% |
| Returns for 10 years | N/A | 44.74 | - |
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