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ETAMX vs RLBAX
ETAMX vs RLBAX Comparison
Open Charts ETAMX vs RLBAX
Eventide Balanced Fund
Price$14.40
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets378.9M
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
ETAMX vs RLBAX Comparison Chart
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ETAMX vs. RLBAX commentary
Jun 15, 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: 244B vs. ETAMX (379M). ETAMX pays higher dividends than RLBAX: ETAMX (1.75) vs RLBAX (1.23). 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). ETAMX annual gain was more profitable for investors over the last year : 5.65 vs. RLBAX (4.45). ETAMX return over 5 years is better than : 38.62 vs. RLBAX (34.05).
| 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 | 2.070 | 4.085 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 244B | 0% |
| Annual Yield % from dividends | 1.75 | 1.23 | 142% |
| Returns for 1 year | 5.65 | 4.45 | 127% |
| Returns for 3 years | 25.97 | 30.02 | 86% |
| Returns for 5 years | 38.62 | 34.05 | 113% |
| Returns for 10 years | N/A | 51.23 | - |
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