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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$36.36
Change+$0.13 (+0.36%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.97
Change+$0.15 (+1.01%)
VolumeN/A
CapitalizationN/A
CLBCX vs ETAMX Comparison Chart
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CLBCX vs. ETAMX commentary
Nov 22, 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 CLBCX is a StrongBuy and ETAMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 237B vs. ETAMX (398M). CLBCX pays higher dividends than ETAMX: CLBCX (1.52) vs ETAMX (1.36). CLBCX was incepted earlier than ETAMX: CLBCX (23 years) vs ETAMX (9 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 (20.76) and CLBCX (19.88) have marching annual gain over last year. ETAMX return over 5 years is better than : 44.03 vs. CLBCX (33.76).
| CLBCX | ETAMX | CLBCX / ETAMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 14.157 | 14.951 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 398M | 59,548% |
| Annual Yield % from dividends | 1.52 | 1.36 | 112% |
| Returns for 1 year | 19.88 | 20.76 | 96% |
| Returns for 3 years | 11.01 | 3.05 | 361% |
| Returns for 5 years | 33.76 | 44.03 | 77% |
| Returns for 10 years | 51.59 | N/A | - |
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