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ETCMX vs RLBFX
ETCMX vs RLBFX Comparison
Open Charts ETCMX vs RLBFX
Eventide Balanced Fund
Price$14.69
Change-$0.16 (-1.08%)
VolumeN/A
Net Assets388.11M
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
ETCMX vs RLBFX Comparison Chart in %
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ETCMX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. ETCMX (388M). RLBFX pays higher dividends than ETCMX: RLBFX (1.97) vs ETCMX (1.10). ETCMX was incepted earlier than RLBFX: ETCMX (10 years) vs RLBFX (24 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 : 10.28 vs. ETCMX (0.79). RLBFX return over 5 years is better than : 43.06 vs. ETCMX (20.79).
| 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 | 24 years | - |
| Gain YTD | 5.136 | 16.507 | 31% |
| 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 | 1.97 | 56% |
| Returns for 1 year | 0.79 | 10.28 | 8% |
| Returns for 3 years | 24.46 | 44.74 | 55% |
| Returns for 5 years | 20.79 | 43.06 | 48% |
| Returns for 10 years | 72.25 | 81.39 | 89% |
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