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ETAMX vs RLBAX
ETAMX vs RLBAX Comparison
Open Charts ETAMX vs RLBAX
Eventide Balanced Fund
Price$14.73
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets387.84M
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
ETAMX vs RLBAX Comparison Chart in %
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ETAMX vs. RLBAX commentary
Jul 07, 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: 252B vs. ETAMX (388M). 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). ETAMX annual gain was more profitable for investors over the last year : 8.33 vs. RLBAX (7.00). ETAMX return over 5 years is better than : 39.26 vs. RLBAX (37.04).
| 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 | 4.577 | 7.651 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 252B | 0% |
| Annual Yield % from dividends | 1.74 | 1.18 | 148% |
| Returns for 1 year | 8.33 | 7.00 | 119% |
| Returns for 3 years | 26.54 | 32.45 | 82% |
| Returns for 5 years | 39.26 | 37.04 | 106% |
| Returns for 10 years | N/A | 58.01 | - |
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