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ETIMX vs RLBAX
ETIMX vs RLBAX Comparison
Open Charts ETIMX vs RLBAX
Eventide Balanced Fund
Price$14.49
Change-$0.15 (-1.02%)
VolumeN/A
Net Assets391.07M
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
ETIMX vs RLBAX Comparison Chart
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ETIMX vs. RLBAX commentary
Feb 23, 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 Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. ETIMX (391M). RLBAX (1.59) and ETIMX (1.59) have matching dividends . ETIMX was incepted earlier than RLBAX: ETIMX (10 years) vs RLBAX (23 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 annual gain was more profitable for investors over the last year : 9.90 vs. RLBAX (8.36). ETIMX return over 5 years is better than : 33.14 vs. RLBAX (26.04).
| ETIMX | RLBAX | ETIMX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.278 | 2.764 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 242B | 0% |
| Annual Yield % from dividends | 1.59 | 1.59 | 100% |
| Returns for 1 year | 9.90 | 8.36 | 118% |
| Returns for 3 years | 15.74 | 15.63 | 101% |
| Returns for 5 years | 33.14 | 26.04 | 127% |
| Returns for 10 years | N/A | 46.53 | - |