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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$36.12
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.63
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
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CLBCX vs ETIMX Comparison Chart
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CLBCX vs. ETIMX 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 ETIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. ETIMX (393M). ETIMX (1.59) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than ETIMX: CLBCX (23 years) vs ETIMX (9 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ETIMX (48.00). CLBCX has a lower initial minimum investment than ETIMX: CLBCX (250) vs ETIMX (100000). CLBCX annual gain was more profitable for investors over the last year : 23.45 vs. ETIMX (21.46). ETIMX return over 5 years is better than : 43.57 vs. CLBCX (36.47).
| CLBCX | ETIMX | CLBCX / ETIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.404 | 12.464 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 393M | 60,051% |
| Annual Yield % from dividends | 1.52 | 1.59 | 96% |
| Returns for 1 year | 23.45 | 21.46 | 109% |
| Returns for 3 years | 13.72 | 7.41 | 185% |
| Returns for 5 years | 36.47 | 43.57 | 84% |
| Returns for 10 years | 54.72 | N/A | - |
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