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ETAMX vs RLBEX
ETAMX vs RLBEX Comparison
Open Charts ETAMX vs RLBEX
Eventide Balanced Fund
Price$14.70
Change-$0.33 (-2.20%)
VolumeN/A
Net Assets386.3M
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
ETAMX vs RLBEX Comparison Chart in %
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ETAMX vs. RLBEX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. ETAMX (386M). RLBEX (1.87) and ETAMX (1.82) have matching dividends . ETAMX was incepted earlier than RLBEX: ETAMX (11 years) vs RLBEX (24 years). ETAMX (1.07) 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 : 11.32 vs. ETAMX (2.81). RLBEX return over 5 years is better than : 35.56 vs. ETAMX (15.88).
| ETAMX | RLBEX | ETAMX / RLBEX | |
| Total Expense Ratio | 1.07 | 0.59 | 181% |
| Annual Report Gross Expense Ratio | 1.07 | 0.59 | 181% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 3.029 | 2.459 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 270B | 0% |
| Annual Yield % from dividends | 1.82 | 1.87 | 97% |
| Returns for 1 year | 2.81 | 11.32 | 25% |
| Returns for 3 years | 22.75 | 36.71 | 62% |
| Returns for 5 years | 15.88 | 35.56 | 45% |
| Returns for 10 years | 88.33 | 90.55 | 98% |
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