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CLBAX vs ETIMX
CLBAX vs ETIMX Comparison
Open Charts CLBAX vs ETIMX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.71
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
CLBAX vs ETIMX Comparison Chart
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CLBAX vs. ETIMX commentary
Nov 18, 2024
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 CLBAX is a StrongBuy and ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. ETIMX (397M). CLBAX pays higher dividends than ETIMX: CLBAX (2.23) vs ETIMX (1.59). CLBAX was incepted earlier than ETIMX: CLBAX (23 years) vs ETIMX (9 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. ETIMX (48.00). CLBAX has a lower initial minimum investment than ETIMX: CLBAX (250) vs ETIMX (100000). CLBAX (20.85) and ETIMX (20.20) have marching annual gain over last year. ETIMX return over 5 years is better than : 43.52 vs. CLBAX (37.36).
| CLBAX | ETIMX | CLBAX / ETIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 14.033 | 13.449 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 397M | 59,446% |
| Annual Yield % from dividends | 2.23 | 1.59 | 141% |
| Returns for 1 year | 20.85 | 20.20 | 103% |
| Returns for 3 years | 11.92 | 2.03 | 588% |
| Returns for 5 years | 37.36 | 43.52 | 86% |
| Returns for 10 years | 63.23 | N/A | - |
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