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ETCMX vs RLBAX
ETCMX vs RLBAX Comparison
Open Charts ETCMX vs RLBAX
Eventide Balanced Fund
Price$14.65
Change-$0.10 (-0.68%)
VolumeN/A
Net Assets387.43M
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
ETCMX vs RLBAX Comparison Chart in %
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ETCMX vs. RLBAX commentary
Aug 17, 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 ETCMX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. ETCMX (387M). RLBAX pays higher dividends than ETCMX: RLBAX (1.17) vs ETCMX (1.05). ETCMX was incepted earlier than RLBAX: ETCMX (10 years) vs RLBAX (23 years). ETCMX (1.89) is less costly to investors than RLBAX (1.31). RLBAX (44.00) and ETCMX (43.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than ETCMX: RLBAX (250) vs ETCMX (1000). RLBAX annual gain was more profitable for investors over the last year : 7.15 vs. ETCMX (4.57). RLBAX return over 5 years is better than : 33.77 vs. ETCMX (26.77).
| ETCMX | RLBAX | ETCMX / RLBAX | |
| Total Expense Ratio | 1.82 | 1.31 | 139% |
| Annual Report Gross Expense Ratio | 1.89 | 1.31 | 144% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 4.543 | 9.243 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 256B | 0% |
| Annual Yield % from dividends | 1.05 | 1.17 | 90% |
| Returns for 1 year | 4.57 | 7.15 | 64% |
| Returns for 3 years | 16.42 | 27.06 | 61% |
| Returns for 5 years | 26.77 | 33.77 | 79% |
| Returns for 10 years | 68.00 | 59.12 | 115% |
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