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ETIMX vs RLBAX
ETIMX vs RLBAX Comparison
Open Charts ETIMX vs RLBAX
Eventide Balanced Fund
Price$14.21
Change-$0.29 (-2.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
ETIMX vs RLBAX Comparison Chart
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ETIMX vs. RLBAX commentary
Dec 19, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. ETIMX (389M). RLBAX (1.59) and ETIMX (1.59) have matching dividends . ETIMX was incepted earlier than RLBAX: ETIMX (9 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 : 13.00 vs. RLBAX (11.90). ETIMX return over 5 years is better than : 39.59 vs. RLBAX (28.83).
| ETIMX | RLBAX | ETIMX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 12.003 | 10.911 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 241B | 0% |
| Annual Yield % from dividends | 1.59 | 1.59 | 100% |
| Returns for 1 year | 13.00 | 11.90 | 109% |
| Returns for 3 years | 7.61 | 10.12 | 75% |
| Returns for 5 years | 39.59 | 28.83 | 137% |
| Returns for 10 years | N/A | 40.93 | - |
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