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ETCMX vs RLBGX
ETCMX vs RLBGX Comparison
Open Charts ETCMX vs RLBGX
Eventide Balanced Fund
Price$14.29
Change-$0.12 (-0.83%)
VolumeN/A
Net Assets378.9M
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ETCMX vs RLBGX Comparison Chart
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ETCMX vs. RLBGX commentary
Jun 15, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. ETCMX (379M). RLBGX pays higher dividends than ETCMX: RLBGX (2.23) vs ETCMX (1.01). ETCMX was incepted earlier than RLBGX: ETCMX (10 years) vs RLBGX (16 years). ETCMX (1.89) is less costly to investors than RLBGX (0.25). RLBGX (44.00) and ETCMX (43.00) have comparable annual turnover. RLBGX has a lower initial minimum investment than ETCMX: RLBGX (250) vs ETCMX (1000). RLBGX annual gain was more profitable for investors over the last year : 5.63 vs. ETCMX (4.91). RLBGX return over 5 years is better than : 40.35 vs. ETCMX (33.20).
| ETCMX | RLBGX | ETCMX / RLBGX | |
| Total Expense Ratio | 1.82 | 0.25 | 728% |
| Annual Report Gross Expense Ratio | 1.89 | 0.25 | 756% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 1.776 | 4.592 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 244B | 0% |
| Annual Yield % from dividends | 1.01 | 2.23 | 45% |
| Returns for 1 year | 4.91 | 5.63 | 87% |
| Returns for 3 years | 23.22 | 33.78 | 69% |
| Returns for 5 years | 33.20 | 40.35 | 82% |
| Returns for 10 years | N/A | 60.87 | - |
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