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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Eventide Balanced Fund
Price$14.51
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets391.07M
CLBCX vs ETAMX Comparison Chart
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CLBCX vs. ETAMX commentary
Feb 23, 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 Hold and ETAMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. ETAMX (391M). 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 : 9.53 vs. CLBCX (8.39). ETAMX return over 5 years is better than : 31.81 vs. CLBCX (26.92).
| CLBCX | ETAMX | CLBCX / ETAMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 2.768 | 2.182 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 391M | 61,893% |
| Annual Yield % from dividends | 1.52 | 1.36 | 112% |
| Returns for 1 year | 8.39 | 9.53 | 88% |
| Returns for 3 years | 16.44 | 14.85 | 111% |
| Returns for 5 years | 26.92 | 31.81 | 85% |
| Returns for 10 years | 53.37 | N/A | - |
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