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ETAMX vs RLBGX
ETAMX vs RLBGX Comparison
Open Charts ETAMX vs RLBGX
Eventide Balanced Fund
Price$14.40
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets378.9M
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ETAMX vs RLBGX Comparison Chart
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ETAMX vs. RLBGX commentary
Jun 15, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. ETAMX (379M). RLBGX pays higher dividends than ETAMX: RLBGX (2.23) vs ETAMX (1.75). 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). ETAMX (5.65) and RLBGX (5.63) have marching annual gain over last year. RLBGX (40.35) and ETAMX (38.62) have equivalent 5 years return.
| 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 | 2.070 | 4.592 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 244B | 0% |
| Annual Yield % from dividends | 1.75 | 2.23 | 78% |
| Returns for 1 year | 5.65 | 5.63 | 100% |
| Returns for 3 years | 25.97 | 33.78 | 77% |
| Returns for 5 years | 38.62 | 40.35 | 96% |
| Returns for 10 years | N/A | 60.87 | - |
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