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ETCMX vs RLBAX
ETCMX vs RLBAX Comparison
Open Charts ETCMX vs RLBAX
Eventide Balanced Fund
Price$14.69
Change-$0.16 (-1.08%)
VolumeN/A
Net Assets388.11M
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
ETCMX vs RLBAX Comparison Chart in %
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ETCMX vs. RLBAX 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 ETCMX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. ETCMX (388M). ETCMX (1.10) and RLBAX (1.08) have matching dividends . 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). ETCMX is a more actively managed with annual turnover of: 55.00 vs. RLBAX (44.00). 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 : 9.08 vs. ETCMX (0.79). RLBAX return over 5 years is better than : 36.92 vs. ETCMX (20.79).
| 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 | 5.136 | 15.481 | 33% |
| Front Load | N/A | 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 | 1.10 | 1.08 | 102% |
| Returns for 1 year | 0.79 | 9.08 | 9% |
| Returns for 3 years | 24.46 | 40.52 | 60% |
| Returns for 5 years | 20.79 | 36.92 | 56% |
| Returns for 10 years | 72.25 | 69.99 | 103% |
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