ETCMX
Price
$14.86
Change
+$0.07 (+0.47%)
Updated
Dec 3 closing price
Net Assets
388.19M
RLBFX
Price
$39.94
Change
+$0.11 (+0.28%)
Updated
Dec 3 closing price
Net Assets
269.37B
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ETCMX vs RLBFX

Header iconETCMX vs RLBFX Comparison
Open Charts ETCMX vs RLBFXBanner chart's image
Eventide Balanced Fund
Price$14.86
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets388.19M
American Funds American Balanced R5
Price$39.94
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
ETCMX vs RLBFX Comparison Chart in %
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ETCMX vs. RLBFX commentary
Dec 04, 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 Buy and RLBFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. ETCMX (388M). RLBFX pays higher dividends than ETCMX: RLBFX (1.93) vs ETCMX (1.11). 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 : 9.63 vs. ETCMX (1.05). RLBFX return over 5 years is better than : 40.86 vs. ETCMX (21.19).
ETCMXRLBFXETCMX / RLBFX
Total Expense Ratio1.820.29628%
Annual Report Gross Expense Ratio1.890.29652%
Fund Existence10 years24 years-
Gain YTD6.63916.88939%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets388M269B0%
Annual Yield % from dividends1.111.9358%
Returns for 1 year1.059.6311%
Returns for 3 years23.1241.3856%
Returns for 5 years21.1940.8652%
Returns for 10 years75.7677.7997%
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