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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$33.87
Change-$0.22 (-0.65%)
VolumeN/A
Net Assets233.53B
Eventide Balanced Fund
Price$13.88
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets380.46M
CLBCX vs ETCMX Comparison Chart
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CLBCX vs. ETCMX commentary
Mar 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 234B vs. ETCMX (380M). CLBCX pays higher dividends than ETCMX: CLBCX (1.19) vs ETCMX (0.94). CLBCX was incepted earlier than ETCMX: CLBCX (23 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (43.00). CLBCX has a lower initial minimum investment than ETCMX: CLBCX (250) vs ETCMX (1000). CLBCX (3.21) and ETCMX (3.19) have marching annual gain over last year. CLBCX (39.43) and ETCMX (38.33) have equivalent 5 years return.
| CLBCX | ETCMX | CLBCX / ETCMX | |
| Total Expense Ratio | 1.37 | 1.82 | 75% |
| Annual Report Gross Expense Ratio | 1.37 | 1.89 | 72% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -0.548 | -1.097 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 380M | 61,579% |
| Annual Yield % from dividends | 1.19 | 0.94 | 127% |
| Returns for 1 year | 3.21 | 3.19 | 101% |
| Returns for 3 years | 14.21 | 9.05 | 157% |
| Returns for 5 years | 39.43 | 38.33 | 103% |
| Returns for 10 years | 52.17 | N/A | - |
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