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ETIMX vs RLBAX
ETIMX vs RLBAX Comparison
Open Charts ETIMX vs RLBAX
Eventide Balanced Fund
Price$14.69
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets384.05M
American Funds American Balanced R1
Price$36.38
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets252.98B
ETIMX vs RLBAX Comparison Chart in %
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ETIMX vs. RLBAX commentary
Aug 02, 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 ETIMX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 253B vs. ETIMX (384M). ETIMX pays higher dividends than RLBAX: ETIMX (2.03) vs RLBAX (1.17). ETIMX was incepted earlier than RLBAX: ETIMX (10 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than ETIMX (0.89). RLBAX (44.00) and ETIMX (43.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than ETIMX: RLBAX (250) vs ETIMX (100000). RLBAX annual gain was more profitable for investors over the last year : 6.65 vs. ETIMX (5.46). ETIMX (33.66) and RLBAX (33.02) have equivalent 5 years return.
| ETIMX | RLBAX | ETIMX / RLBAX | |
| Total Expense Ratio | 0.82 | 1.31 | 63% |
| Annual Report Gross Expense Ratio | 0.89 | 1.31 | 68% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 4.618 | 7.239 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 253B | 0% |
| Annual Yield % from dividends | 2.03 | 1.17 | 174% |
| Returns for 1 year | 5.46 | 6.65 | 82% |
| Returns for 3 years | 21.87 | 28.30 | 77% |
| Returns for 5 years | 33.66 | 33.02 | 102% |
| Returns for 10 years | 83.17 | 55.44 | 150% |
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