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ETIMX vs RLBEX
ETIMX vs RLBEX Comparison
Open Charts ETIMX vs RLBEX
Eventide Balanced Fund
Price$13.76
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets368.64M
American Funds American Balanced R4
Price$32.90
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
ETIMX vs RLBEX Comparison Chart
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ETIMX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 225B vs. ETIMX (369M). ETIMX (1.98) and RLBEX (1.97) have matching dividends . ETIMX was incepted earlier than RLBEX: ETIMX (10 years) vs RLBEX (23 years). ETIMX (0.89) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. ETIMX (43.00). RLBEX has a lower initial minimum investment than ETIMX: RLBEX (250) vs ETIMX (100000). ETIMX annual gain was more profitable for investors over the last year : 4.81 vs. RLBEX (2.55). ETIMX return over 5 years is better than : 38.51 vs. RLBEX (31.66).
| ETIMX | RLBEX | ETIMX / RLBEX | |
| Total Expense Ratio | 0.82 | 0.60 | 137% |
| Annual Report Gross Expense Ratio | 0.89 | 0.60 | 148% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -2.879 | -3.702 | 78% |
| 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 | 1.97 | 101% |
| Returns for 1 year | 4.81 | 2.55 | 189% |
| Returns for 3 years | 10.73 | 9.93 | 108% |
| Returns for 5 years | 38.51 | 31.66 | 122% |
| Returns for 10 years | N/A | 46.29 | - |
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