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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.12
Change-$0.29 (-2.01%)
VolumeN/A
CapitalizationN/A
CLBCX vs ETCMX Comparison Chart
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CLBCX vs. ETCMX commentary
Dec 19, 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 Hold and ETCMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. ETCMX (389M). CLBCX pays higher dividends than ETCMX: CLBCX (1.52) vs ETCMX (0.73). CLBCX was incepted earlier than ETCMX: CLBCX (23 years) vs ETCMX (9 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (48.00). CLBCX has a lower initial minimum investment than ETCMX: CLBCX (250) vs ETCMX (1000). ETCMX (11.93) and CLBCX (11.92) have marching annual gain over last year. ETCMX return over 5 years is better than : 32.83 vs. CLBCX (29.69).
| CLBCX | ETCMX | CLBCX / ETCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 10.944 | 10.907 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 389M | 61,954% |
| Annual Yield % from dividends | 1.52 | 0.73 | 210% |
| Returns for 1 year | 11.92 | 11.93 | 100% |
| Returns for 3 years | 10.88 | 4.49 | 242% |
| Returns for 5 years | 29.69 | 32.83 | 90% |
| Returns for 10 years | 47.43 | N/A | - |
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