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ETAMX vs RLBAX
ETAMX vs RLBAX Comparison
Open Charts ETAMX vs RLBAX
Eventide Balanced Fund
Price$14.77
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets387.43M
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
ETAMX vs RLBAX Comparison Chart in %
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ETAMX vs. RLBAX commentary
Aug 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 ETAMX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. ETAMX (387M). ETAMX pays higher dividends than RLBAX: ETAMX (1.78) vs RLBAX (1.17). 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 : 7.15 vs. ETAMX (5.39). RLBAX return over 5 years is better than : 33.77 vs. ETAMX (32.03).
| 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 | 5.028 | 9.243 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 256B | 0% |
| Annual Yield % from dividends | 1.78 | 1.17 | 153% |
| Returns for 1 year | 5.39 | 7.15 | 75% |
| Returns for 3 years | 19.14 | 27.06 | 71% |
| Returns for 5 years | 32.03 | 33.77 | 95% |
| Returns for 10 years | 80.60 | 59.12 | 136% |
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