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CLBAX vs ETIMX
CLBAX vs ETIMX Comparison
Open Charts CLBAX vs ETIMX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Eventide Balanced Fund
Price$14.67
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets393.3M
CLBAX vs ETIMX Comparison Chart
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CLBAX vs. ETIMX commentary
Jan 19, 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 CLBAX is a Buy and ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. ETIMX (393M). CLBAX pays higher dividends than ETIMX: CLBAX (2.23) vs ETIMX (1.59). CLBAX was incepted earlier than ETIMX: CLBAX (23 years) vs ETIMX (10 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). ETIMX annual gain was more profitable for investors over the last year : 14.99 vs. CLBAX (12.29). ETIMX return over 5 years is better than : 38.67 vs. CLBAX (31.49).
| CLBAX | ETIMX | CLBAX / ETIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 1.956 | 3.383 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 393M | 61,069% |
| Annual Yield % from dividends | 2.23 | 1.59 | 141% |
| Returns for 1 year | 12.29 | 14.99 | 82% |
| Returns for 3 years | 13.84 | 12.05 | 115% |
| Returns for 5 years | 31.49 | 38.67 | 81% |
| Returns for 10 years | 69.06 | N/A | - |