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ETAMX vs RLBAX
ETAMX vs RLBAX Comparison
Open Charts ETAMX vs RLBAX
Eventide Balanced Fund
Price$14.86
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
ETAMX vs RLBAX Comparison Chart in %
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ETAMX vs. RLBAX commentary
Jul 27, 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 ETAMX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. ETAMX (389M). ETAMX pays higher dividends than RLBAX: ETAMX (1.74) vs RLBAX (1.18). ETAMX was incepted earlier than RLBAX: ETAMX (10 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than ETAMX (1.14). RLBAX (44.00) and ETAMX (43.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than ETAMX: RLBAX (250) vs ETAMX (1000). RLBAX annual gain was more profitable for investors over the last year : 9.42 vs. ETAMX (7.80). ETAMX (35.74) and RLBAX (35.28) have equivalent 5 years return.
| ETAMX | RLBAX | ETAMX / RLBAX | |
| Total Expense Ratio | 1.07 | 1.31 | 82% |
| Annual Report Gross Expense Ratio | 1.14 | 1.31 | 87% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 5.500 | 8.565 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 254B | 0% |
| Annual Yield % from dividends | 1.74 | 1.18 | 148% |
| Returns for 1 year | 7.80 | 9.42 | 83% |
| Returns for 3 years | 24.60 | 32.14 | 77% |
| Returns for 5 years | 35.74 | 35.28 | 101% |
| Returns for 10 years | 80.32 | 58.06 | 138% |
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