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ETAMX vs RLBAX
ETAMX vs RLBAX Comparison
Open Charts ETAMX vs RLBAX
Eventide Balanced Fund
Price$14.91
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets388.49M
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
ETAMX vs RLBAX Comparison Chart in %
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ETAMX vs. RLBAX commentary
Sep 09, 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: 259B vs. ETAMX (388M). ETAMX pays higher dividends than RLBAX: ETAMX (1.78) vs RLBAX (1.15). 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 : 9.12 vs. ETAMX (6.54). ETAMX (35.60) and RLBAX (35.40) 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 | 6.468 | 10.805 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 259B | 0% |
| Annual Yield % from dividends | 1.78 | 1.15 | 155% |
| Returns for 1 year | 6.54 | 9.12 | 72% |
| Returns for 3 years | 27.17 | 37.15 | 73% |
| Returns for 5 years | 35.60 | 35.40 | 101% |
| Returns for 10 years | 87.99 | 67.71 | 130% |
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