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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$35.36
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Eventide Balanced Fund
Price$14.54
Change+$0.15 (+1.04%)
VolumeN/A
Net Assets389.36M
CLBCX vs ETCMX Comparison Chart
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CLBCX vs. ETCMX commentary
Jan 31, 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 ETCMX is a Buy.
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 (10 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 (11.29) and CLBCX (11.23) have marching annual gain over last year. ETCMX (30.73) and CLBCX (30.56) have equivalent 5 years return.
| CLBCX | ETCMX | CLBCX / ETCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 3.030 | 2.065 | 147% |
| 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 | 11.23 | 11.29 | 100% |
| Returns for 3 years | 13.59 | 9.28 | 147% |
| Returns for 5 years | 30.56 | 30.73 | 99% |
| Returns for 10 years | 58.40 | N/A | - |
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