Ad is loading...
ETIMX vs RLBAX
ETIMX vs RLBAX Comparison
Open Charts ETIMX vs RLBAX
Eventide Balanced Fund
Price$14.63
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.82
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ETIMX vs RLBAX Comparison Chart
Loading...
ETIMX vs. RLBAX 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 ETIMX is a StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. ETIMX (393M). 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). RLBAX annual gain was more profitable for investors over the last year : 23.50 vs. ETIMX (21.46). ETIMX return over 5 years is better than : 43.57 vs. RLBAX (35.02).
| 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 | 12.464 | 13.423 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 236B | 0% |
| Annual Yield % from dividends | 1.59 | 1.59 | 100% |
| Returns for 1 year | 21.46 | 23.50 | 91% |
| Returns for 3 years | 7.41 | 12.98 | 57% |
| Returns for 5 years | 43.57 | 35.02 | 124% |
| Returns for 10 years | N/A | 47.98 | - |