CLBCX
Price
$34.17
Change
-$0.33 (-0.96%)
Updated
Jan 10 closing price
Net Assets
237.04B
ETAMX
Price
$14.23
Change
-$0.10 (-0.70%)
Updated
Jan 10 closing price
Net Assets
385.1M
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CLBCX vs ETAMX

Header iconCLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMXBanner chart's image
American Funds American Balanced 529C
Price$34.17
Change-$0.33 (-0.96%)
VolumeN/A
Net Assets237.04B
Eventide Balanced Fund
Price$14.23
Change-$0.10 (-0.70%)
VolumeN/A
Net Assets385.1M
CLBCX vs ETAMX Comparison Chart
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CLBCX vs. ETAMX commentary
Jan 12, 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 CLBCX is a Buy and ETAMX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 237B vs. ETAMX (385M). CLBCX pays higher dividends than ETAMX: CLBCX (1.52) vs ETAMX (1.36). CLBCX was incepted earlier than ETAMX: CLBCX (23 years) vs ETAMX (10 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ETAMX (48.00). CLBCX has a lower initial minimum investment than ETAMX: CLBCX (250) vs ETAMX (1000). ETAMX annual gain was more profitable for investors over the last year : 11.61 vs. CLBCX (8.40). ETAMX return over 5 years is better than : 35.21 vs. CLBCX (25.20).
CLBCXETAMXCLBCX / ETAMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years10 years-
Gain YTD-0.4370.774-57%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets237B385M61,558%
Annual Yield % from dividends1.521.36112%
Returns for 1 year8.4011.6172%
Returns for 3 years6.966.10114%
Returns for 5 years25.2035.2172%
Returns for 10 years53.57N/A-
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