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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Eventide Balanced Fund
Price$14.49
Change-$0.15 (-1.02%)
VolumeN/A
Net Assets391.07M
CLBCX vs ETIMX Comparison Chart
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CLBCX vs. ETIMX commentary
Feb 23, 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 Hold and ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. ETIMX (391M). ETIMX (1.59) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than ETIMX: CLBCX (23 years) vs ETIMX (10 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). ETIMX annual gain was more profitable for investors over the last year : 9.90 vs. CLBCX (8.39). ETIMX return over 5 years is better than : 33.14 vs. CLBCX (26.92).
| CLBCX | ETIMX | CLBCX / ETIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 2.768 | 2.278 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 391M | 61,893% |
| Annual Yield % from dividends | 1.52 | 1.59 | 96% |
| Returns for 1 year | 8.39 | 9.90 | 85% |
| Returns for 3 years | 16.44 | 15.74 | 104% |
| Returns for 5 years | 26.92 | 33.14 | 81% |
| Returns for 10 years | 53.37 | N/A | - |
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