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ETCMX vs RLBFX
ETCMX vs RLBFX Comparison
Open Charts ETCMX vs RLBFX
Eventide Balanced Fund
Price$14.89
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets390.39M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
ETCMX vs RLBFX Comparison Chart in %
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ETCMX vs. RLBFX commentary
Oct 19, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. ETCMX (390M). RLBFX pays higher dividends than ETCMX: RLBFX (2.00) vs ETCMX (1.06). ETCMX was incepted earlier than RLBFX: ETCMX (10 years) vs RLBFX (23 years). ETCMX (1.89) is less costly to investors than RLBFX (0.29). ETCMX is a more actively managed with annual turnover of: 55.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than ETCMX: RLBFX (250) vs ETCMX (1000). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. ETCMX (2.69). RLBFX return over 5 years is better than : 43.90 vs. ETCMX (24.20).
| ETCMX | RLBFX | ETCMX / RLBFX | |
| Total Expense Ratio | 1.82 | 0.29 | 628% |
| Annual Report Gross Expense Ratio | 1.89 | 0.29 | 652% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 6.464 | 14.890 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 265B | 0% |
| Annual Yield % from dividends | 1.06 | 2.00 | 53% |
| Returns for 1 year | 2.69 | 9.05 | 30% |
| Returns for 3 years | 32.11 | 51.85 | 62% |
| Returns for 5 years | 24.20 | 43.90 | 55% |
| Returns for 10 years | 73.17 | 78.80 | 93% |
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