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ETIMX vs RLBAX
ETIMX vs RLBAX Comparison
Open Charts ETIMX vs RLBAX
Eventide Balanced Fund
Price$14.36
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets381.55M
American Funds American Balanced R1
Price$35.01
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets240.86B
ETIMX vs RLBAX Comparison Chart
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ETIMX vs. RLBAX commentary
May 31, 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: 241B vs. ETIMX (382M). ETIMX pays higher dividends than RLBAX: ETIMX (2.02) vs RLBAX (1.28). 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). ETIMX annual gain was more profitable for investors over the last year : 7.17 vs. RLBAX (6.82). ETIMX return over 5 years is better than : 39.23 vs. RLBAX (32.69).
| 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 | 2.035 | 3.069 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 241B | 0% |
| Annual Yield % from dividends | 2.02 | 1.28 | 158% |
| Returns for 1 year | 7.17 | 6.82 | 105% |
| Returns for 3 years | 18.67 | 18.84 | 99% |
| Returns for 5 years | 39.23 | 32.69 | 120% |
| Returns for 10 years | N/A | 48.98 | - |
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