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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$36.12
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.53
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
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CLBCX vs ETCMX Comparison Chart
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CLBCX vs. ETCMX commentary
Sep 21, 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 ETCMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. ETCMX (393M). 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). CLBCX annual gain was more profitable for investors over the last year : 20.03 vs. ETCMX (18.04). ETCMX (35.85) and CLBCX (34.92) 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 | 9 years | - |
| Gain YTD | 12.116 | 11.101 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 393M | 60,051% |
| Annual Yield % from dividends | 1.52 | 0.73 | 210% |
| Returns for 1 year | 20.03 | 18.04 | 111% |
| Returns for 3 years | 11.24 | 2.78 | 403% |
| Returns for 5 years | 34.92 | 35.85 | 97% |
| Returns for 10 years | 51.48 | N/A | - |
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