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ETIMX vs RLBFX
ETIMX vs RLBFX Comparison
Open Charts ETIMX vs RLBFX
Eventide Balanced Fund
Price$14.78
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets387.06M
American Funds American Balanced R5
Price$37.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets255.64B
ETIMX vs RLBFX Comparison Chart in %
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ETIMX vs. RLBFX commentary
Aug 20, 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 ETIMX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. ETIMX (387M). RLBFX (2.08) and ETIMX (2.03) have matching dividends . ETIMX was incepted earlier than RLBFX: ETIMX (10 years) vs RLBFX (23 years). ETIMX (0.89) is less costly to investors than RLBFX (0.29). RLBFX (44.00) and ETIMX (43.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than ETIMX: RLBFX (250) vs ETIMX (100000). RLBFX annual gain was more profitable for investors over the last year : 8.14 vs. ETIMX (5.52). RLBFX return over 5 years is better than : 39.90 vs. ETIMX (33.30).
| ETIMX | RLBFX | ETIMX / RLBFX | |
| Total Expense Ratio | 0.82 | 0.29 | 283% |
| Annual Report Gross Expense Ratio | 0.89 | 0.29 | 307% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 5.118 | 9.922 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 256B | 0% |
| Annual Yield % from dividends | 2.03 | 2.08 | 98% |
| Returns for 1 year | 5.52 | 8.14 | 68% |
| Returns for 3 years | 21.03 | 32.12 | 65% |
| Returns for 5 years | 33.30 | 39.90 | 83% |
| Returns for 10 years | 87.46 | 75.56 | 116% |
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