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ETIMX vs RLBAX
ETIMX vs RLBAX Comparison
Open Charts ETIMX vs RLBAX
Eventide Balanced Fund
Price$13.76
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets368.64M
American Funds American Balanced R1
Price$32.64
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
ETIMX vs RLBAX Comparison Chart
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ETIMX vs. RLBAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 225B vs. ETIMX (369M). ETIMX pays higher dividends than RLBAX: ETIMX (1.98) vs RLBAX (1.27). ETIMX was incepted earlier than RLBAX: ETIMX (10 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than ETIMX (0.89). RLBAX is a more actively managed with annual turnover of: 171.00 vs. ETIMX (43.00). 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 : 4.81 vs. RLBAX (1.76). ETIMX return over 5 years is better than : 38.51 vs. RLBAX (27.60).
| ETIMX | RLBAX | ETIMX / RLBAX | |
| Total Expense Ratio | 0.82 | 1.33 | 62% |
| Annual Report Gross Expense Ratio | 0.89 | 1.33 | 67% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -2.879 | -3.908 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 225B | 0% |
| Annual Yield % from dividends | 1.98 | 1.27 | 156% |
| Returns for 1 year | 4.81 | 1.76 | 273% |
| Returns for 3 years | 10.73 | 8.00 | 134% |
| Returns for 5 years | 38.51 | 27.60 | 140% |
| Returns for 10 years | N/A | 38.50 | - |
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