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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$15.08
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets390.39M
American Funds American Balanced R4
Price$39.20
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets265.62B
ETAMX vs RLBEX Comparison Chart in %
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ETAMX vs. RLBEX commentary
Oct 21, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. ETAMX (390M). ETAMX (1.78) and RLBEX (1.74) have matching dividends . ETAMX was incepted earlier than RLBEX: ETAMX (10 years) vs RLBEX (23 years). ETAMX (1.14) is less costly to investors than RLBEX (0.59). ETAMX is a more actively managed with annual turnover of: 55.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than ETAMX: RLBEX (250) vs ETAMX (1000). RLBEX annual gain was more profitable for investors over the last year : 9.37 vs. ETAMX (3.85). RLBEX return over 5 years is better than : 44.37 vs. ETAMX (31.21).
| ETAMX | RLBEX | ETAMX / RLBEX | |
| Total Expense Ratio | 1.07 | 0.59 | 181% |
| Annual Report Gross Expense Ratio | 1.14 | 0.59 | 193% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 7.571 | 15.396 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 266B | 0% |
| Annual Yield % from dividends | 1.78 | 1.74 | 102% |
| Returns for 1 year | 3.85 | 9.37 | 41% |
| Returns for 3 years | 37.22 | 50.92 | 73% |
| Returns for 5 years | 31.21 | 44.37 | 70% |
| Returns for 10 years | 86.82 | 75.73 | 115% |
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