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ETAMX vs RLBBX
ETAMX vs RLBBX Comparison
Open Charts ETAMX vs RLBBX
Eventide Balanced Fund
Price$14.81
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets388.11M
American Funds American Balanced R2
Price$38.70
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
ETAMX vs RLBBX Comparison Chart in %
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ETAMX vs. RLBBX commentary
Nov 14, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. ETAMX (388M). ETAMX pays higher dividends than RLBBX: ETAMX (1.83) vs RLBBX (1.09). ETAMX was incepted earlier than RLBBX: ETAMX (10 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than ETAMX (1.14). ETAMX is a more actively managed with annual turnover of: 55.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than ETAMX: RLBBX (250) vs ETAMX (1000). RLBBX annual gain was more profitable for investors over the last year : 9.11 vs. ETAMX (1.54). RLBBX return over 5 years is better than : 36.96 vs. ETAMX (25.73).
| ETAMX | RLBBX | ETAMX / RLBBX | |
| Total Expense Ratio | 1.07 | 1.32 | 81% |
| Annual Report Gross Expense Ratio | 1.14 | 1.32 | 86% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 5.818 | 15.500 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 269B | 0% |
| Annual Yield % from dividends | 1.83 | 1.09 | 168% |
| Returns for 1 year | 1.54 | 9.11 | 17% |
| Returns for 3 years | 27.31 | 40.59 | 67% |
| Returns for 5 years | 25.73 | 36.96 | 70% |
| Returns for 10 years | 85.46 | 70.07 | 122% |
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