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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$14.81
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets388.11M
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
ETAMX vs RLBEX Comparison Chart in %
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ETAMX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. ETAMX (388M). ETAMX pays higher dividends than RLBEX: ETAMX (1.83) vs RLBEX (1.71). 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 : 9.94 vs. ETAMX (2.71). RLBEX return over 5 years is better than : 41.28 vs. ETAMX (27.09).
| 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 | 6.961 | 16.221 | 43% |
| 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 | 1.71 | 107% |
| Returns for 1 year | 2.71 | 9.94 | 27% |
| Returns for 3 years | 27.95 | 43.51 | 64% |
| Returns for 5 years | 27.09 | 41.28 | 66% |
| Returns for 10 years | 88.43 | 80.23 | 110% |
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