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ETAMX vs RLBGX
ETAMX vs RLBGX Comparison
Open Charts ETAMX vs RLBGX
Eventide Balanced Fund
Price$14.86
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
ETAMX vs RLBGX Comparison Chart in %
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ETAMX vs. RLBGX commentary
Jul 27, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. ETAMX (389M). RLBGX pays higher dividends than ETAMX: RLBGX (2.15) vs ETAMX (1.74). ETAMX was incepted earlier than RLBGX: ETAMX (10 years) vs RLBGX (16 years). ETAMX (1.14) is less costly to investors than RLBGX (0.25). RLBGX (44.00) and ETAMX (43.00) have comparable annual turnover. RLBGX has a lower initial minimum investment than ETAMX: RLBGX (250) vs ETAMX (1000). RLBGX annual gain was more profitable for investors over the last year : 10.64 vs. ETAMX (7.80). RLBGX return over 5 years is better than : 41.65 vs. ETAMX (35.74).
| ETAMX | RLBGX | ETAMX / RLBGX | |
| Total Expense Ratio | 1.07 | 0.25 | 428% |
| Annual Report Gross Expense Ratio | 1.14 | 0.25 | 456% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 5.500 | 9.228 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 254B | 0% |
| Annual Yield % from dividends | 1.74 | 2.15 | 81% |
| Returns for 1 year | 7.80 | 10.64 | 73% |
| Returns for 3 years | 24.60 | 35.96 | 68% |
| Returns for 5 years | 35.74 | 41.65 | 86% |
| Returns for 10 years | 80.32 | 68.54 | 117% |
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