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ETCMX vs RLBFX
ETCMX vs RLBFX Comparison
Open Charts ETCMX vs RLBFX
Eventide Balanced Fund
Price$14.74
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
ETCMX vs RLBFX Comparison Chart in %
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ETCMX vs. RLBFX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. ETCMX (389M). RLBFX pays higher dividends than ETCMX: RLBFX (2.10) vs ETCMX (1.01). 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). RLBFX (44.00) and ETCMX (43.00) have comparable annual turnover. 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 : 10.60 vs. ETCMX (6.98). RLBFX return over 5 years is better than : 41.40 vs. ETCMX (30.35).
| 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 | 5.088 | 9.189 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 254B | 0% |
| Annual Yield % from dividends | 1.01 | 2.10 | 48% |
| Returns for 1 year | 6.98 | 10.60 | 66% |
| Returns for 3 years | 21.89 | 35.79 | 61% |
| Returns for 5 years | 30.35 | 41.40 | 73% |
| Returns for 10 years | 67.69 | 68.15 | 99% |
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